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Compound Planning, Inc.: AMLP position timeline

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

Compound Planning, Inc. held 67,219 AMLP 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 67,219 shares
    Change vs previous 13F +5,265 shares

    0.09% of the 13F portfolio, value $3,485,310.

    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 61,954 shares
    Change vs previous 13F +5,512 shares

    0.1% of the 13F portfolio, value $3,261,209.

    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 56,442 shares
    Change vs previous 13F +6,146 shares

    0.08% of the 13F portfolio, value $2,653,868.

    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 50,296 shares
    Change vs previous 13F +6,593 shares

    0.08% of the 13F portfolio, value $2,360,396.

    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 43,703 shares
    Change vs previous 13F -4,825 shares

    0.08% of the 13F portfolio, value $2,135,352.

    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 48,528 shares
    Change vs previous 13F +30,700 shares

    0.12% of the 13F portfolio, value $2,520,555.

    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 17,828 shares
    Change vs previous 13F +2,678 shares

    0.04% of the 13F portfolio, value $858,610.

    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 15,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $714,030.

    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).