Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002046823-25-000001
Filing Date
2025-02-03
Accepted
2025-02-03 13:45:40
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-03

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2025
2 Compass_Planning_13F_2024-Q4.html INFORMATION TABLE  
2 Compass_Planning_13F_2024-Q4.xml INFORMATION TABLE 71259
  Complete submission text file 0002046823-25-000001.txt   74486
Mailing Address 158 BARTON ROAD GREENFIELD MA 01301
Business Address 158 BARTON ROAD GREENFIELD MA 01301 617-397-3107
Compass Planning Associates Inc (Filer) CIK: 0002046823 (see all company filings)

EIN.: 202040144 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24713 | Film No.: 25581777