Compass Planning Associates Inc
All 13F Filings
- Location
- Greenfield, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 191,147
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 35 | 191,147 | 13F-HR | Compass Planning Associates Inc |
| Q2 2026 | 7/27/2026 | 33 | 184,964 | 13F-HR | Compass Planning Associates Inc |
| Q1 2026 | 4/21/2026 | 30 | 156,364 | 13F-HR | Compass Planning Associates Inc |
| Q4 2025 | 1/22/2026 | 30 | 144,382 | 13F-HR | Compass Planning Associates Inc |
| Q3 2025 | 10/22/2025 | 29 | 109,046 | 13F-HR | Compass Planning Associates Inc |
| Q2 2025 | 7/21/2025 | 124 | 108,949 | 13F-HR | Compass Planning Associates Inc |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.472 K | 0.8% | 0 | 186 | -186 |
| ETFs | 156.2 K | 81.7% | 8.91 K | 0 | 8.91 K |
| Debt | 33.46 K | 17.5% | 0 | 2.54 K | -2.54 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
191,147
Holdings
35
QoQ value change ($000)
6,183
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.