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Compound Planning, Inc.: AXIAY position timeline

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

Compound Planning, Inc. held 64,810 AXIAY 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 64,810 shares
    Change vs previous 13F +349 shares

    0.02% of the 13F portfolio, value $684,396.

    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 64,461 shares
    Change vs previous 13F +2,201 shares

    0.02% of the 13F portfolio, value $727,123.

    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 62,260 shares
    Change vs previous 13F +9,102 shares

    0.02% of the 13F portfolio, value $570,304.

    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 53,158 shares
    Change vs previous 13F +3,013 shares

    0.02% of the 13F portfolio, value $527,327.

    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 50,145 shares
    Change vs previous 13F -2,699 shares

    0.01% of the 13F portfolio, value $372,577.

    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 52,844 shares
    Change vs previous 13F +35,844 shares

    0.02% of the 13F portfolio, value $375,192.

    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 17,000 shares
    Change vs previous 13F -15,264 shares

    <0.01% of the 13F portfolio, value $97,240.

    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 32,264 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,269.

    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).