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Compound Planning, Inc.: AGG position timeline

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

Compound Planning, Inc. held 248,550 AGG 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 248,550 shares
    Change vs previous 13F -50,561 shares

    0.64% of the 13F portfolio, value $24,601,490.

    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 299,111 shares
    Change vs previous 13F +27,484 shares

    0.92% of the 13F portfolio, value $29,692,679.

    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 271,627 shares
    Change vs previous 13F +2,524 shares

    0.8% of the 13F portfolio, value $27,130,131.

    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 269,103 shares
    Change vs previous 13F +46,940 shares

    0.87% of the 13F portfolio, value $26,977,554.

    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 222,163 shares
    Change vs previous 13F +18,736 shares

    0.83% of the 13F portfolio, value $22,038,606.

    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 203,427 shares
    Change vs previous 13F -14,586 shares

    0.92% of the 13F portfolio, value $20,123,036.

    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 218,013 shares
    Change vs previous 13F +20,554 shares

    1.07% of the 13F portfolio, value $21,125,471.

    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 197,459 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $19,996,666.

    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).