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Disclosery

Compass Planning Associates Inc: BRK-B position timeline

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

Compass Planning Associates Inc held 0 BRK-B 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 0 shares
    Change vs previous 13F -526 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 526 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $263,205.

    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 526 shares
    Change vs previous 13F -97 shares

    0.16% of the 13F portfolio, value $252,059.

    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 623 shares
    Change vs previous 13F -15 shares

    0.22% of the 13F portfolio, value $313,225.

    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 638 shares
    Change vs previous 13F +97 shares

    0.29% of the 13F portfolio, value $320,822.

    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 541 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $262,802.

    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 536 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $285,463.

    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 536 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $242,958.

    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).