Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002046823-25-000003
Filing Date
2025-07-21
Accepted
2025-07-21 13:23:12
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-21

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_2025-Q2.html INFORMATION TABLE  
2 Compass_Planning_13F_2025-Q2.xml INFORMATION TABLE 65476
  Complete submission text file 0002046823-25-000003.txt   68697
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.: 251136640