Compound Planning, Inc.: AMGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on AMGN, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 8,559 AMGN shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 8,559 sharesChange vs previous 13F -8,636 shares
0.08% of the 13F portfolio, value $3,099,311.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,195 sharesChange vs previous 13F +7,818 shares
0.19% of the 13F portfolio, value $6,049,972.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,377 sharesChange vs previous 13F +2,537 shares
0.09% of the 13F portfolio, value $3,069,144.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,840 sharesChange vs previous 13F +529 shares
0.06% of the 13F portfolio, value $1,930,358.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,311 sharesChange vs previous 13F -394 shares
0.07% of the 13F portfolio, value $1,762,108.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,705 sharesChange vs previous 13F +1,343 shares
0.1% of the 13F portfolio, value $2,089,038.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,362 sharesChange vs previous 13F -26 shares
0.07% of the 13F portfolio, value $1,397,613.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,388 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,735,919.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).