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Compass Planning Associates Inc: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Planning Associates Inc on BIV, newest first. How the timeline and the estimate are built.

Compass Planning Associates Inc held 405,761 BIV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 405,761 shares
    Change vs previous 13F +15,657 shares

    15.47% of the 13F portfolio, value $29,563,730.

    13F-HR 0002046823-26-000005 filed by Compass Planning Associates Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 390,104 shares
    Change vs previous 13F +28,507 shares

    16.18% of the 13F portfolio, value $29,921,009.

    13F-HR 0002046823-26-000003 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 361,597 shares
    Change vs previous 13F +19,142 shares

    17.85% of the 13F portfolio, value $27,908,034.

    13F-HR 0002046823-26-000002 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 342,455 shares
    Change vs previous 13F +172,008 shares

    18.47% of the 13F portfolio, value $26,670,381.

    13F-HR 0002046823-26-000001 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 170,447 shares
    Change vs previous 13F +77,625 shares

    12.21% of the 13F portfolio, value $13,310,194.

    13F-HR 0002046823-25-000006 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 92,822 shares
    Change vs previous 13F +23,260 shares

    6.59% of the 13F portfolio, value $7,178,823.

    13F-HR 0002046823-25-000003 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 69,562 shares
    Change vs previous 13F -29,436 shares

    5.38% of the 13F portfolio, value $5,326,395.

    13F-HR 0002046823-25-000002 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 98,998 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $7,398,131.

    13F-HR 0002046823-25-000001 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).