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Compass Planning Associates Inc: VGSH position timeline

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

Compass Planning Associates Inc held 329,326 VGSH 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 329,326 shares
    Change vs previous 13F +28,620 shares

    10.36% of the 13F portfolio, value $19,166,768.

    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 300,706 shares
    Change vs previous 13F +64,083 shares

    11.26% of the 13F portfolio, value $17,603,300.

    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 236,623 shares
    Change vs previous 13F +161,399 shares

    9.63% of the 13F portfolio, value $13,896,855.

    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 75,224 shares
    Change vs previous 13F +50,511 shares

    4.06% of the 13F portfolio, value $4,426,908.

    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 24,713 shares
    Change vs previous 13F +10,737 shares

    1.33% of the 13F portfolio, value $1,452,651.

    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 13,976 shares
    Change vs previous 13F +3,191 shares

    0.83% of the 13F portfolio, value $820,226.

    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 10,785 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $627,447.

    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).