Compass Financial Group, INC/SD IART β€” INTEGRA LIFESCIENCES HLDGS C

Ownership history in Compass Financial Group, INC/SD  Β·  4 quarters on record

AI Ownership Summary

Compass Financial Group, INC/SD reported INTEGRA LIFESCIENCES HLDGS C (IART) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows IART at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IART ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Financial Group, INC/SD's position in INTEGRA LIFESCIENCES HLDGS C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IART was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Compass Financial Group, INC/SD held IART β€” position size vs. price
% of Fund (quarterly)    IART price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 14,043 β€” 0% 0.02% $132K 2026-04-29 $10.08
2025 Q4 UNCHANGED β€” β€” β€” 14,043 β€” 0% 0.02% $174K 2026-01-27 $11.13
2025 Q3 UNCHANGED β€” β€” β€” 14,043 β€” 0% 0.03% $201K 2025-10-23 $15.88
2025 Q2 INITIATED β€” β€” β€” 14,043 β€” β€” 0.03% $172K 2025-07-22 $12.05

FAQ About Compass Financial Group, INC/SD and IART

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Financial Group, INC/SD reported owning IART?

Compass Financial Group, INC/SD reported IART across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported IART position in Compass Financial Group, INC/SD's portfolio?

The largest reported portfolio weight for IART was 0.03% in 2025 Q3.

What is the latest reported IART position on this page?

The most recent filing on this page is 2026 Q1, when Compass Financial Group, INC/SD reported 14,043 shares, equal to 0.02% of portfolio, with an estimated market value of $132K.

What does the chart on this IART ownership page compare?

The chart compares Compass Financial Group, INC/SD's quarterly IART portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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