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Compass shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Compass (COMP) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Compass

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All positions including Compass held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9k 809 7.31

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Compass

Vanguard Group
FMR
Vanguard Portfolio Management
BlackRock
Vanguard Capital Management
Sb Investment Advisers
Capital Research and Management Company - Division 3
Geode Capital Management
Dimensional Fund Advisors
Parsifal Capital Management
Citadel Advisors
State Street Corporation
Artisan Partners Limited Partnership
Schonfeld Strategic Advisors
Winslow Capital Management

View all funds holding Compass