Skip to content
Disclosery

Compound Planning, Inc.: AVEM position timeline

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

Compound Planning, Inc. held 353,788 AVEM 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 353,788 shares
    Change vs previous 13F -14,520 shares

    0.89% of the 13F portfolio, value $34,137,001.

    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 368,308 shares
    Change vs previous 13F -992 shares

    0.92% of the 13F portfolio, value $29,678,226.

    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 369,300 shares
    Change vs previous 13F +113,121 shares

    0.84% of the 13F portfolio, value $28,443,465.

    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 256,179 shares
    Change vs previous 13F +239,166 shares

    0.62% of the 13F portfolio, value $19,241,621.

    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 17,013 shares
    Change vs previous 13F +4,807 shares

    0.04% of the 13F portfolio, value $1,166,063.

    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 12,206 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $734,440.

    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).