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Compass Planning Associates Inc: VOO position timeline

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

Compass Planning Associates Inc held 3,257 VOO 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 3,257 shares
    Change vs previous 13F +915 shares

    1.21% of the 13F portfolio, value $2,237,025.

    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 2,342 shares
    Change vs previous 13F +642 shares

    0.89% of the 13F portfolio, value $1,399,172.

    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 1,700 shares
    Change vs previous 13F +419 shares

    0.74% of the 13F portfolio, value $1,066,245.

    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 1,281 shares
    Change vs previous 13F +492 shares

    0.72% of the 13F portfolio, value $784,733.

    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 789 shares
    Change vs previous 13F +109 shares

    0.41% of the 13F portfolio, value $447,987.

    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 680 shares
    Change vs previous 13F +232 shares

    0.35% of the 13F portfolio, value $349,573.

    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 448 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $241,230.

    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).