Skip to content
Disclosery

Compound Planning, Inc.: ASX position timeline

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

Compound Planning, Inc. held 53,650 ASX 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 53,650 shares
    Change vs previous 13F +2,166 shares

    0.06% of the 13F portfolio, value $2,420,688.

    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 51,484 shares
    Change vs previous 13F +8,509 shares

    0.03% of the 13F portfolio, value $1,116,173.

    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 42,975 shares
    Change vs previous 13F +5,648 shares

    0.02% of the 13F portfolio, value $691,898.

    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 37,327 shares
    Change vs previous 13F +5,439 shares

    0.01% of the 13F portfolio, value $413,956.

    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 31,888 shares
    Change vs previous 13F -9,435 shares

    0.01% of the 13F portfolio, value $329,403.

    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 41,323 shares
    Change vs previous 13F +709 shares

    0.02% of the 13F portfolio, value $361,989.

    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 40,614 shares
    Change vs previous 13F +3,984 shares

    0.02% of the 13F portfolio, value $408,983.

    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 36,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $357,509.

    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).