Compass Planning Associates Inc

Q2 2026 13F Holdings

Location
Greenfield, MA
Holdings as of
6/30/2026
Value ($000)
$184,964
Num holdings
33
Date filed
7/27/2026
Form type
13F-HR
Prev filing
4/21/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type