Compass Planning Associates Inc: SHY position timeline

Compass Planning Associates Inc held 0 SHY shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,446 shares

   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).

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

2. period ended2025-09-30

   13F 2,446 shares

   Change vs previous 13F +24 shares

   0.19% of the 13F portfolio, value $202,898.

   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).

3. period ended2025-06-30

   13F 2,422 shares

   Change vs previous 13F +19 shares

   0.18% of the 13F portfolio, value $200,722.

   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 2,403 shares

   Change vs previous 13F -9,895 shares

   0.2% of the 13F portfolio, value $198,792.

   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 12,298 shares

   Change vs previous 13F not available

   1.02% of the 13F portfolio, value $1,008,168.

   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).