Compass Planning Associates Inc: SCHF position timeline

Compass Planning Associates Inc held 7,372 SCHF 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 7,372 shares

   Change vs previous 13F +7,372 shares

   0.11% of the 13F portfolio, value $204,217.

   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 ended2025-09-30

   13F 0 shares

   Change vs previous 13F -7,168 shares

   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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-06-30

   13F 7,168 shares

   Change vs previous 13F +46 shares

   0.15% of the 13F portfolio, value $158,420.

   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).

4. period ended2025-03-31

   13F 7,122 shares

   Change vs previous 13F 0 shares

   0.14% of the 13F portfolio, value $140,872.

   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).

5. period ended2024-12-31

   13F 7,122 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $131,756.

   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).