Compass Planning Associates IncETFConcentrated long-term

CIK: 0002046823 | GREENFIELD, MA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	35	$191.1M	2026-10-13	SEC ↗
Q2 2026	13F-HR	33	$185.0M	2026-07-27	SEC ↗
Q1 2026	13F-HR	30	$156.4M	2026-04-21	SEC ↗
Q4 2025	13F-HR	30	$144.4M	2026-01-22	SEC ↗
Q3 2025	13F-HR	29	$109.0M	2025-10-22	SEC ↗
Q2 2025	13F-HR	124	$108.9M	2025-07-21	SEC ↗
Q1 2025	13F-HR	131	$98.9M	2025-04-14	SEC ↗
Q4 2024	13F-HR	135	$98.5M	2025-02-03	SEC ↗