Compass Planning Associates Inc

Q3 2025 13F Holdings

Location
Greenfield, MA
Holdings as of
9/30/2025
Value ($000)
$109,046
Num holdings
29
Date filed
10/22/2025
Form type
13F-HR
Prev filing
7/21/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type