Loading…
CIK 0002046823 • 6 13F filings • Apr 14, 2025 – Jul 27, 2026
Import this data to Google Sheets with:
=jivedata("compass-planning-associates-inc-0002046823-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| Q3 2025 |
| 13F-HR |
| 0002046823-25-000006 |
| $109.0M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0002046823-26-000003 | $185.0M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0002046823-25-000003 | $108.9M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002046823-26-000002 | $156.4M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0002046823-25-000002 | $98.9M | View |