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Compound Planning, Inc.: AFRM position timeline

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

Compound Planning, Inc. held 41,855 AFRM 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 41,855 shares
    Change vs previous 13F -1,251 shares

    0.09% of the 13F portfolio, value $3,413,275.

    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 43,106 shares
    Change vs previous 13F -4,886 shares

    0.06% of the 13F portfolio, value $1,975,117.

    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 47,992 shares
    Change vs previous 13F -1,668 shares

    0.11% of the 13F portfolio, value $3,572,045.

    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 49,660 shares
    Change vs previous 13F -4,968 shares

    0.12% of the 13F portfolio, value $3,629,153.

    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 54,628 shares
    Change vs previous 13F -2,782 shares

    0.14% of the 13F portfolio, value $3,776,980.

    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 57,410 shares
    Change vs previous 13F -7,386 shares

    0.12% of the 13F portfolio, value $2,594,375.

    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 64,796 shares
    Change vs previous 13F -4,903 shares

    0.2% of the 13F portfolio, value $3,946,076.

    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 69,699 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,845,113.

    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).