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Compass Planning Associates Inc: BSV position timeline

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

Compass Planning Associates Inc held 462,096 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,096 shares
    Change vs previous 13F +96,343 shares

    19.46% of the 13F portfolio, value $36,001,926.

    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).

  2. period ended2026-03-31
    13F 365,753 shares
    Change vs previous 13F +77,027 shares

    18.34% of the 13F portfolio, value $28,678,659.

    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).

  3. period ended2025-12-31
    13F 288,726 shares
    Change vs previous 13F +122,291 shares

    15.76% of the 13F portfolio, value $22,754,474.

    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).

  4. period ended2025-09-30
    13F 166,435 shares
    Change vs previous 13F +58,153 shares

    12.04% of the 13F portfolio, value $13,133,355.

    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).

  5. period ended2025-06-30
    13F 108,282 shares
    Change vs previous 13F +20,486 shares

    7.82% of the 13F portfolio, value $8,521,819.

    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).

  6. period ended2025-03-31
    13F 87,796 shares
    Change vs previous 13F -38,832 shares

    6.95% of the 13F portfolio, value $6,872,700.

    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).

  7. period ended2024-12-31
    13F 126,628 shares
    Change vs previous 13F not available

    9.93% of the 13F portfolio, value $9,784,529.

    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).