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Compound Planning, Inc.: AVGO position timeline

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

Compound Planning, Inc. held 167,775 AVGO 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 167,775 shares
    Change vs previous 13F +34,514 shares

    1.66% of the 13F portfolio, value $63,377,193.

    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 133,261 shares
    Change vs previous 13F +6,779 shares

    1.27% of the 13F portfolio, value $41,245,713.

    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 126,482 shares
    Change vs previous 13F +73,783 shares

    1.29% of the 13F portfolio, value $43,775,349.

    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 52,699 shares
    Change vs previous 13F +8,370 shares

    0.56% of the 13F portfolio, value $17,385,844.

    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 44,329 shares
    Change vs previous 13F +5,046 shares

    0.46% of the 13F portfolio, value $12,219,252.

    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 39,283 shares
    Change vs previous 13F -11,004 shares

    0.3% of the 13F portfolio, value $6,577,179.

    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 50,287 shares
    Change vs previous 13F +6,782 shares

    0.59% of the 13F portfolio, value $11,658,435.

    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 43,505 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,504,615.

    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).