Compass Planning Associates Inc
Q1 2026 13F-HR Holdings
Location
Greenfield, MA
Holdings as of
3/31/2026
Value ($000)
$156,363,543
Num holdings
30
Date filed
4/21/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
Issuer Name
Class
CUSIP
Value ($000)
%
Shares
Principal
Option Type