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Compound Planning, Inc.: ASAN position timeline

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

Compound Planning, Inc. held 14,411 ASAN 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 14,411 shares
    Change vs previous 13F -939 shares

    <0.01% of the 13F portfolio, value $100,877.

    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 15,350 shares
    Change vs previous 13F -689 shares

    <0.01% of the 13F portfolio, value $98,240.

    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 16,039 shares
    Change vs previous 13F -1,782 shares

    0.01% of the 13F portfolio, value $219,895.

    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 17,821 shares
    Change vs previous 13F -1,497 shares

    0.01% of the 13F portfolio, value $238,089.

    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 19,318 shares
    Change vs previous 13F -1,720 shares

    0.01% of the 13F portfolio, value $260,793.

    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 21,038 shares
    Change vs previous 13F -681 shares

    0.01% of the 13F portfolio, value $306,524.

    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 21,719 shares
    Change vs previous 13F -1,638 shares

    0.02% of the 13F portfolio, value $440,244.

    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 23,357 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $270,708.

    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).