Compass Planning Associates Inc: VEU position timeline

Compass Planning Associates Inc held 191,910 VEU 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 191,910 shares

   Change vs previous 13F +9,502 shares

   8.69% of the 13F portfolio, value $16,072,466.

   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 ended2026-03-31

   13F 182,408 shares

   Change vs previous 13F +13,037 shares

   8.76% of the 13F portfolio, value $13,698,807.

   13F-HR 0002046823-26-000002 filed by Compass Planning Associates Inc
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 169,371 shares

   Change vs previous 13F +6,942 shares

   8.63% of the 13F portfolio, value $12,458,939.

   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).

4. period ended2025-09-30

   13F 162,429 shares

   Change vs previous 13F -37,154 shares

   10.63% of the 13F portfolio, value $11,592,563.

   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).

5. period ended2025-06-30

   13F 199,583 shares

   Change vs previous 13F -3,819 shares

   12.31% of the 13F portfolio, value $13,415,969.

   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).

6. period ended2025-03-31

   13F 203,402 shares

   Change vs previous 13F +14,293 shares

   12.47% of the 13F portfolio, value $12,338,352.

   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).

7. period ended2024-12-31

   13F 189,109 shares

   Change vs previous 13F not available

   11.02% of the 13F portfolio, value $10,856,773.

   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).