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Compound Planning, Inc.: ADP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on ADP, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 9,591 ADP shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,591 shares
    Change vs previous 13F +4,220 shares

    0.06% of the 13F portfolio, value $2,147,979.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,371 shares
    Change vs previous 13F +569 shares

    0.03% of the 13F portfolio, value $1,091,216.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,802 shares
    Change vs previous 13F -413 shares

    0.04% of the 13F portfolio, value $1,235,413.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,215 shares
    Change vs previous 13F +88 shares

    0.05% of the 13F portfolio, value $1,530,686.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,127 shares
    Change vs previous 13F +485 shares

    0.06% of the 13F portfolio, value $1,581,135.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,642 shares
    Change vs previous 13F +831 shares

    0.06% of the 13F portfolio, value $1,418,119.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,811 shares
    Change vs previous 13F +641 shares

    0.06% of the 13F portfolio, value $1,115,624.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,170 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $877,159.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).