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
- period ended2026-06-3013F 15,477 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,380 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,171 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 15,870 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,787 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,773 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,280 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,308 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).