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Disclosery

Compass Planning Associates Inc: IJR position timeline

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

Compass Planning Associates Inc held 2,175 IJR 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 2,175 shares
    Change vs previous 13F -196 shares

    0.15% of the 13F portfolio, value $295,865.

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

  2. period ended2026-06-30
    13F 2,371 shares
    Change vs previous 13F +2,371 shares

    0.19% of the 13F portfolio, value $351,594.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,103 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.

  4. period ended2025-06-30
    13F 2,103 shares
    Change vs previous 13F +400 shares

    0.21% of the 13F portfolio, value $229,782.

    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).

  5. period ended2025-03-31
    13F 1,703 shares
    Change vs previous 13F +314 shares

    0.18% of the 13F portfolio, value $178,042.

    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).

  6. period ended2024-12-31
    13F 1,389 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $160,035.

    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).