Compass Planning Associates
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Compass Planning Associates’s Keel Infrastructure Corp KEEL Stock Holding History

Compass Planning Associates’s Portfolio KEEL Stock Details KEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$61.1K Hold
17,318
– – 0.03% 35
2026
Q2 		$99.4K Buy
+17,318
New +$74.4K 0.05% 33
2025
Q3 		– Sell
-10,000
Closed -$8.4K – 39
2025
Q2 		$8.4K Hold
10,000
– – 0.01% 97
2025
Q1 		$7.88K Buy
+10,000
New +$13.3K 0.01% 103

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Apollon Wealth Management
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TrueFG
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Concurrent Investment Advisors
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Vontobel Holding
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Dickmeyer Boyce Financial Management
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KBC Group
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Compass Planning Associates's KEEL Position: Q3 2026 in Review

Compass Planning Associates held its Keel Infrastructure Corp (KEEL) position steady in Q3 2026 at 17,318 shares worth $61.1K. The position accounts for 0.03% of the portfolio, ranked #35.

Compass Planning Associates first reported a position in KEEL in Q1 2025 and has held it in 4 quarters since. The position peaked at $99.4K in Q2 2026. 40 funds tracked by Wall St. Rank hold KEEL as of Q3 2026.

  • Compass Planning Associates held 17,318 shares of Keel Infrastructure Corp worth $61.1K as of Q3 2026.
  • Compass Planning Associates left its Keel Infrastructure Corp share count unchanged in Q3 2026.
  • Keel Infrastructure Corp made up 0.03% of Compass Planning Associates's portfolio in Q3 2026, its #35 holding.
  • Compass Planning Associates first reported a position in Keel Infrastructure Corp in Q1 2025 and has held it in 4 quarters since.
  • Compass Planning Associates's Keel Infrastructure Corp position peaked at $99.4K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Keel Infrastructure Corp as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.