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Disclosery

Compound Planning, Inc.: AU position timeline

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

Compound Planning, Inc. held 16,233 AU 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 16,233 shares
    Change vs previous 13F +328 shares

    0.03% of the 13F portfolio, value $1,313,114.

    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 15,905 shares
    Change vs previous 13F -1,481 shares

    0.05% of the 13F portfolio, value $1,548,522.

    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 17,386 shares
    Change vs previous 13F +741 shares

    0.04% of the 13F portfolio, value $1,482,691.

    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 16,645 shares
    Change vs previous 13F +641 shares

    0.04% of the 13F portfolio, value $1,170,668.

    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 16,004 shares
    Change vs previous 13F +1,010 shares

    0.03% of the 13F portfolio, value $729,305.

    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 14,994 shares
    Change vs previous 13F +4,036 shares

    0.03% of the 13F portfolio, value $556,594.

    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 10,958 shares
    Change vs previous 13F -5,949 shares

    0.01% of the 13F portfolio, value $252,909.

    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 16,907 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $450,245.

    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).