Compass shares owned by Planning Alternatives
Quarter-by-quarter ownership of Compass (COMP) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Compass
Tip: Access up to 7 years of quarterly data
All positions including Compass held by Planning Alternatives consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Compass by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 140k | 8.03 |
| 2025-06-30 | $1.1M | 170k | 6.28 |
| 2025-03-31 | $1.6M | 181k | 8.73 |
| 2024-12-31 | $665k | 114k | 5.85 |
| 2024-09-30 | $1000k | 164k | 6.11 |
| 2024-06-30 | $589k | 164k | 3.60 |
| 2024-03-31 | $507k | 141k | 3.60 |
| 2023-12-31 | $133k | 35k | 3.76 |