Compass Planning Associates Inc: IVV position timeline

Compass Planning Associates Inc held 759 IVV 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 759 shares

   Change vs previous 13F -12 shares

   0.31% of the 13F portfolio, value $568,145.

   13F-HR 0002046823-26-000003 filed by Compass Planning Associates Inc
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 771 shares

   Change vs previous 13F +2 shares

   0.32% of the 13F portfolio, value $503,387.

   13F-HR 0002046823-26-000002 filed by Compass Planning Associates Inc
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 769 shares

   Change vs previous 13F +2 shares

   0.36% of the 13F portfolio, value $526,415.

   13F-HR 0002046823-26-000001 filed by Compass Planning Associates Inc
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 767 shares

   Change vs previous 13F +2 shares

   0.47% of the 13F portfolio, value $513,213.

   13F-HR 0002046823-25-000006 filed by Compass Planning Associates Inc
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 765 shares

   Change vs previous 13F +1 shares

   0.44% of the 13F portfolio, value $475,177.

   13F-HR 0002046823-25-000003 filed by Compass Planning Associates Inc
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 764 shares

   Change vs previous 13F +83 shares

   0.43% of the 13F portfolio, value $429,161.

   13F-HR 0002046823-25-000002 filed by Compass Planning Associates Inc
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 681 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $400,604.

   13F-HR 0002046823-25-000001 filed by Compass Planning Associates Inc
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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