Compass Planning Associates Inc

Q3 2026 13F Holdings

Location
Greenfield, MA
Holdings as of
9/30/2026
Value ($000)
$191,147
Num holdings
35
Date filed
10/13/2026
Form type
13F-HR
Prev filing
7/27/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type