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Compass Planning Associates Inc: VTEB position timeline

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

Compass Planning Associates Inc held 45,121 VTEB shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,121 shares
    Change vs previous 13F +15,757 shares

    1.12% of the 13F portfolio, value $2,136,926.

    13F-HR 0002046823-26-000005 filed by Compass Planning Associates Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,364 shares
    Change vs previous 13F +12,173 shares

    0.8% of the 13F portfolio, value $1,485,249.

    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).

  3. period ended2026-03-31
    13F 17,191 shares
    Change vs previous 13F +2,084 shares

    0.55% of the 13F portfolio, value $857,683.

    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).

  4. period ended2025-12-31
    13F 15,107 shares
    Change vs previous 13F +169 shares

    0.53% of the 13F portfolio, value $759,721.

    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).

  5. period ended2025-09-30
    13F 14,938 shares
    Change vs previous 13F +125 shares

    0.69% of the 13F portfolio, value $747,934.

    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).

  6. period ended2025-06-30
    13F 14,813 shares
    Change vs previous 13F +123 shares

    0.67% of the 13F portfolio, value $726,263.

    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).

  7. period ended2025-03-31
    13F 14,690 shares
    Change vs previous 13F +79 shares

    0.74% of the 13F portfolio, value $728,912.

    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).

  8. period ended2024-12-31
    13F 14,611 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $732,471.

    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).