Skip to content
Disclosery

Compass Planning Associates Inc: VEA position timeline

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

Compass Planning Associates Inc held 23,926 VEA 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 23,926 shares
    Change vs previous 13F +43 shares

    0.92% of the 13F portfolio, value $1,704,731.

    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 23,883 shares
    Change vs previous 13F +13 shares

    0.98% of the 13F portfolio, value $1,530,453.

    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 23,870 shares
    Change vs previous 13F +1,478 shares

    1.03% of the 13F portfolio, value $1,491,129.

    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 22,392 shares
    Change vs previous 13F -6,227 shares

    1.23% of the 13F portfolio, value $1,341,737.

    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 28,619 shares
    Change vs previous 13F +1,205 shares

    1.5% of the 13F portfolio, value $1,631,555.

    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 27,414 shares
    Change vs previous 13F +12,285 shares

    1.41% of the 13F portfolio, value $1,393,478.

    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 15,129 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $723,464.

    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).