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Disclosery

Compass Planning Associates Inc: SPY position timeline

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

Compass Planning Associates Inc held 27,721 SPY 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 27,721 shares
    Change vs previous 13F -1,123 shares

    11.19% of the 13F portfolio, value $20,701,169.

    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 28,844 shares
    Change vs previous 13F -746 shares

    12% of the 13F portfolio, value $18,758,110.

    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 29,590 shares
    Change vs previous 13F -3,010 shares

    13.98% of the 13F portfolio, value $20,177,873.

    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).

  4. period ended2025-09-30
    13F 32,600 shares
    Change vs previous 13F -3,728 shares

    19.92% of the 13F portfolio, value $21,717,700.

    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).

  5. period ended2025-06-30
    13F 36,328 shares
    Change vs previous 13F +677 shares

    20.6% of the 13F portfolio, value $22,445,028.

    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).

  6. period ended2025-03-31
    13F 35,651 shares
    Change vs previous 13F +743 shares

    20.16% of the 13F portfolio, value $19,942,588.

    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).

  7. period ended2024-12-31
    13F 34,908 shares
    Change vs previous 13F not available

    20.77% of the 13F portfolio, value $20,458,773.

    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).