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Disclosery

Compound Planning, Inc.: AXP position timeline

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

Compound Planning, Inc. held 11,276 AXP 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 11,276 shares
    Change vs previous 13F +602 shares

    0.1% of the 13F portfolio, value $3,814,307.

    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 10,674 shares
    Change vs previous 13F +832 shares

    0.1% of the 13F portfolio, value $3,228,630.

    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 9,842 shares
    Change vs previous 13F +1,190 shares

    0.11% of the 13F portfolio, value $3,641,120.

    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 8,652 shares
    Change vs previous 13F +2,015 shares

    0.09% of the 13F portfolio, value $2,873,981.

    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 6,637 shares
    Change vs previous 13F +1,486 shares

    0.08% of the 13F portfolio, value $2,117,201.

    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 5,151 shares
    Change vs previous 13F -284 shares

    0.06% of the 13F portfolio, value $1,385,869.

    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 5,435 shares
    Change vs previous 13F +846 shares

    0.08% of the 13F portfolio, value $1,612,938.

    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 4,589 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,244,437.

    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).