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Compass Planning Associates Inc: GOOG position timeline

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

Compass Planning Associates Inc held 1,968 GOOG 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 1,968 shares
    Change vs previous 13F +241 shares

    0.35% of the 13F portfolio, value $670,675.

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

  2. period ended2026-06-30
    13F 1,727 shares
    Change vs previous 13F +1 shares

    0.33% of the 13F portfolio, value $610,215.

    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 1,726 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $495,168.

    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 1,725 shares
    Change vs previous 13F +1,725 shares

    0.37% of the 13F portfolio, value $541,362.

    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 0 shares
    Change vs previous 13F -461 shares

    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).

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

  6. period ended2025-06-30
    13F 461 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $81,765.

    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 461 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $71,982.

    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 461 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $87,707.

    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).