13F Filings History of Compass Planning Associates Inc

Latest 13F report
Q3 2025 - Oct 22, 2025
Value $
$109M
Signature - Title
Jennifer P. Lane - Chief Compliance Officer
Location
Greenfield, MA
Summary
This page shows a list of all the recent 13F filings made by Compass Planning Associates Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Compass Planning Associates Inc reported 29 stock holdings with total value $109M as of Q3 2025. Top holdings included VTV, SPY, BIV, BSV, and VEU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 29 $109M +$14.8M -$20.1M -$5.32M VTV, SPY, BIV, BSV, VEU 13F-HR 10/22/2025, 03:24 PM
Q2 2025 124 $109M +$4.97M -$1.28M +$3.69M VTV, SPY, VEU, BSV, BIV 13F-HR 7/21/2025, 01:23 PM
Q1 2025 131 $98.9M +$7.15M -$6.52M +$635K VTV, SPY, VEU, BSV, VTI 13F-HR 4/14/2025, 12:55 PM
Q4 2024 135 $98.5M $0 $0 VTV, SPY, VEU, BSV, BIV 13F-HR 2/3/2025, 01:45 PM