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Compound Planning, Inc.: AMZN position timeline

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

Compound Planning, Inc. held 220,556 AMZN 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 220,556 shares
    Change vs previous 13F +2,458 shares

    1.38% of the 13F portfolio, value $52,567,237.

    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 218,098 shares
    Change vs previous 13F -15,860 shares

    1.4% of the 13F portfolio, value $45,423,285.

    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 233,958 shares
    Change vs previous 13F +55,733 shares

    1.6% of the 13F portfolio, value $54,002,097.

    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 178,225 shares
    Change vs previous 13F +17,253 shares

    1.27% of the 13F portfolio, value $39,132,772.

    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 160,972 shares
    Change vs previous 13F +17,608 shares

    1.34% of the 13F portfolio, value $35,315,674.

    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 143,364 shares
    Change vs previous 13F +13,000 shares

    1.24% of the 13F portfolio, value $27,276,344.

    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 130,364 shares
    Change vs previous 13F +33,107 shares

    1.45% of the 13F portfolio, value $28,600,527.

    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 97,257 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $18,121,889.

    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).