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Compass Planning Associates Inc: VUG position timeline

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

Compass Planning Associates Inc held 83,390 VUG 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 83,390 shares
    Change vs previous 13F +74,615 shares

    3.88% of the 13F portfolio, value $7,183,179.

    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 8,775 shares
    Change vs previous 13F +1,363 shares

    2.45% of the 13F portfolio, value $3,832,756.

    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 7,412 shares
    Change vs previous 13F +4,547 shares

    2.5% of the 13F portfolio, value $3,615,864.

    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 2,865 shares
    Change vs previous 13F +429 shares

    1.26% of the 13F portfolio, value $1,373,880.

    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 2,436 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,067,978.

    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 2,436 shares
    Change vs previous 13F +871 shares

    0.91% of the 13F portfolio, value $903,347.

    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 1,565 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $642,218.

    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).