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Disclosery

Compound Planning, Inc.: AES position timeline

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

Compound Planning, Inc. held 23,988 AES 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 23,988 shares
    Change vs previous 13F -1,507 shares

    0.01% of the 13F portfolio, value $351,661.

    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 25,495 shares
    Change vs previous 13F -15,195 shares

    0.01% of the 13F portfolio, value $359,218.

    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 40,690 shares
    Change vs previous 13F +3,800 shares

    0.02% of the 13F portfolio, value $583,501.

    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 36,890 shares
    Change vs previous 13F +26,260 shares

    0.02% of the 13F portfolio, value $485,469.

    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 10,630 shares
    Change vs previous 13F -5,574 shares

    <0.01% of the 13F portfolio, value $111,831.

    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 16,204 shares
    Change vs previous 13F +4,330 shares

    0.01% of the 13F portfolio, value $201,258.

    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 11,874 shares
    Change vs previous 13F -10,237 shares

    0.01% of the 13F portfolio, value $152,823.

    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 22,111 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $443,553.

    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).