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Compass Planning Associates Inc: VTI position timeline

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

Compass Planning Associates Inc held 10,196 VTI 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 10,196 shares
    Change vs previous 13F -16 shares

    2.04% of the 13F portfolio, value $3,773,074.

    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 10,212 shares
    Change vs previous 13F -141 shares

    2.1% of the 13F portfolio, value $3,276,030.

    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 10,353 shares
    Change vs previous 13F -1,180 shares

    2.4% of the 13F portfolio, value $3,471,072.

    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 11,533 shares
    Change vs previous 13F -8,219 shares

    3.47% of the 13F portfolio, value $3,784,639.

    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 19,752 shares
    Change vs previous 13F -298 shares

    5.51% of the 13F portfolio, value $6,003,162.

    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 20,050 shares
    Change vs previous 13F +7,702 shares

    5.57% of the 13F portfolio, value $5,510,594.

    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 12,348 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $3,578,697.

    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).