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Compass Planning Associates Inc: MUNY position timeline

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

Compass Planning Associates Inc held 4,357 MUNY 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 4,357 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $453,128.

    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).

  2. period ended2026-03-31
    13F 4,357 shares
    Change vs previous 13F +480 shares

    0.29% of the 13F portfolio, value $446,375.

    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).

  3. period ended2025-12-31
    13F 3,877 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $400,223.

    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).