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Disclosery

Compass Planning Associates Inc: MGV position timeline

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

Compass Planning Associates Inc held 56,954 MGV 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 56,954 shares
    Change vs previous 13F +1,379 shares

    4.8% of the 13F portfolio, value $9,174,782.

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

  2. period ended2026-06-30
    13F 55,575 shares
    Change vs previous 13F +11,489 shares

    4.91% of the 13F portfolio, value $9,083,702.

    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 44,086 shares
    Change vs previous 13F +7,921 shares

    4.09% of the 13F portfolio, value $6,390,231.

    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 36,165 shares
    Change vs previous 13F +10,082 shares

    3.54% of the 13F portfolio, value $5,105,056.

    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 26,083 shares
    Change vs previous 13F -7,115 shares

    3.29% of the 13F portfolio, value $3,592,692.

    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).

  6. period ended2025-06-30
    13F 33,198 shares
    Change vs previous 13F -2,113 shares

    4% of the 13F portfolio, value $4,355,572.

    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 35,311 shares
    Change vs previous 13F +3,439 shares

    4.6% of the 13F portfolio, value $4,549,479.

    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 31,872 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $3,981,182.

    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).