Compass Planning Associates Inc
Position in VLU — State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
CIK 2046823
GREENFIELD, MA
All Filings in VLU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 VLU | $370,410 | 1,723 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 VLU | $361,458 | 1,716 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 VLU | $591,131 | 2,896 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 VLU | $553,776 | 2,882 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 VLU | $527,195 | 2,868 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 VLU | $525,278 | 2,854 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||