Number of Shares
323
Previous 300 7.67%
Holding current value
$5.51 Million
Previous $2.17 Million 153.87%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
N/A
23 Added 7.67%
323 $5.51 Million
Q4 2024

Feb 03, 2025

BUY
N/A
300 New
300 $4.22 Million
Track This Portfolio

Track Compass Planning Associates Inc Portfolio

Follow Compass Planning Associates Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Compass Planning Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Compass Planning Associates Inc with notifications on news.