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Compass Planning Associates Inc: VO position timeline

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

Compass Planning Associates Inc held 34,326 VO 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 34,326 shares
    Change vs previous 13F +28,236 shares

    1.5% of the 13F portfolio, value $2,765,615.

    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 6,090 shares
    Change vs previous 13F +929 shares

    1.12% of the 13F portfolio, value $1,749,046.

    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 5,161 shares
    Change vs previous 13F +2,988 shares

    1.04% of the 13F portfolio, value $1,497,815.

    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 2,173 shares
    Change vs previous 13F +808 shares

    0.59% of the 13F portfolio, value $638,159.

    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 1,365 shares
    Change vs previous 13F -43 shares

    0.35% of the 13F portfolio, value $382,061.

    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 1,408 shares
    Change vs previous 13F +101 shares

    0.37% of the 13F portfolio, value $364,009.

    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 1,307 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $345,286.

    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).