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Compass Planning Associates Inc: TIP position timeline

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

Compass Planning Associates Inc held 2,511 TIP 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 2,511 shares
    Change vs previous 13F +41 shares

    0.15% of the 13F portfolio, value $274,784.

    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 2,470 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $272,556.

    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 2,470 shares
    Change vs previous 13F +27 shares

    0.19% of the 13F portfolio, value $271,445.

    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 2,443 shares
    Change vs previous 13F +24 shares

    0.25% of the 13F portfolio, value $271,660.

    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 2,419 shares
    Change vs previous 13F +33 shares

    0.24% of the 13F portfolio, value $266,208.

    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 2,386 shares
    Change vs previous 13F -1,119 shares

    0.27% of the 13F portfolio, value $265,074.

    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 3,505 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $373,445.

    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).