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Compass Planning Associates Inc: QQQ position timeline

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

Compass Planning Associates Inc held 880 QQQ 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 880 shares
    Change vs previous 13F +1 shares

    0.34% of the 13F portfolio, value $650,992.

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

  2. period ended2026-06-30
    13F 879 shares
    Change vs previous 13F +879 shares

    0.35% of the 13F portfolio, value $647,296.

    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 -879 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 879 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $484,892.

    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 879 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $412,181.

    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 879 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $449,371.

    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).