Skip to content
Disclosery

Compass Planning Associates Inc: VTV position timeline

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

Compass Planning Associates Inc held 105,301 VTV 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 105,301 shares
    Change vs previous 13F +2,202 shares

    11.9% of the 13F portfolio, value $22,753,365.

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

  2. period ended2026-06-30
    13F 103,099 shares
    Change vs previous 13F -1,978 shares

    12.15% of the 13F portfolio, value $22,468,269.

    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 105,077 shares
    Change vs previous 13F -6,055 shares

    13.18% of the 13F portfolio, value $20,616,141.

    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 111,132 shares
    Change vs previous 13F -13,799 shares

    14.7% of the 13F portfolio, value $21,225,067.

    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 124,931 shares
    Change vs previous 13F -8,750 shares

    21.37% of the 13F portfolio, value $23,298,316.

    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 133,681 shares
    Change vs previous 13F +703 shares

    21.69% of the 13F portfolio, value $23,626,714.

    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 132,978 shares
    Change vs previous 13F +7,148 shares

    23.22% of the 13F portfolio, value $22,970,536.

    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 125,830 shares
    Change vs previous 13F not available

    21.63% of the 13F portfolio, value $21,302,942.

    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).