Compass Planning Associates Inc: IWM position timeline

Compass Planning Associates Inc held 962 IWM 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 962 shares

   Change vs previous 13F +33 shares

   0.16% of the 13F portfolio, value $288,918.

   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 929 shares

   Change vs previous 13F +1 shares

   0.15% of the 13F portfolio, value $230,478.

   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 928 shares

   Change vs previous 13F +3 shares

   0.16% of the 13F portfolio, value $228,357.

   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 925 shares

   Change vs previous 13F +3 shares

   0.21% of the 13F portfolio, value $223,707.

   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 922 shares

   Change vs previous 13F +3 shares

   0.18% of the 13F portfolio, value $198,958.

   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 919 shares

   Change vs previous 13F +2 shares

   0.19% of the 13F portfolio, value $183,428.

   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 917 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $202,717.

   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).