Compass Planning Associates Inc SEC EDGAR Filings (CIK 0002046823)

SEC EDGAR filings, ownership reports, and insider transactions for Compass Planning Associates Inc.

Business address
158 Barton Road, Greenfield, MA, 01301
Top securities (13F)
BIV, BSV, VTV, SPY, VGSH, VEU, MGV, VUG, VTI, VB, VO, VEA, VOO, EFA, VTEB, MSFT, GOOG, DIA, IVV, and EOS
State of incorporation
MA
Fiscal year end
31 December
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Compass Planning Associates Inc has filed 6 SEC EDGAR filings since 03 Feb 2025

Latest Filings

Recent SEC filings for Compass Planning Associates Inc including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2026 31 Dec 2025 028-24713
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2025 30 Sep 2025 028-24713
N-PX Open N-PX document View SEC filing for N-PX 21 Jul 2025 30 Jun 2025 028-24713
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-24713
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2025 31 Mar 2025 028-24713
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2025 31 Dec 2024 028-24713

About this filer

Compass Planning Associates Inc files with the SEC under CIK 0002046823. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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