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Compound Planning, Inc.: APH position timeline

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

Compound Planning, Inc. held 15,477 APH 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 15,477 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $2,728,934.

    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 15,380 shares
    Change vs previous 13F -791 shares

    0.06% of the 13F portfolio, value $1,943,250.

    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 16,171 shares
    Change vs previous 13F +301 shares

    0.06% of the 13F portfolio, value $2,185,440.

    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 15,870 shares
    Change vs previous 13F +3,083 shares

    0.06% of the 13F portfolio, value $1,963,946.

    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 12,787 shares
    Change vs previous 13F -986 shares

    0.05% of the 13F portfolio, value $1,262,667.

    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 13,773 shares
    Change vs previous 13F +1,493 shares

    0.04% of the 13F portfolio, value $903,373.

    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 12,280 shares
    Change vs previous 13F +1,972 shares

    0.04% of the 13F portfolio, value $852,846.

    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 10,308 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $671,669.

    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).