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Disclosery

Compound Planning, Inc.: BA position timeline

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

Compound Planning, Inc. held 23,836 BA 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 23,836 shares
    Change vs previous 13F -122 shares

    0.13% of the 13F portfolio, value $5,159,937.

    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 23,958 shares
    Change vs previous 13F +721 shares

    0.15% of the 13F portfolio, value $4,768,431.

    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 23,237 shares
    Change vs previous 13F +1,206 shares

    0.15% of the 13F portfolio, value $5,045,289.

    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 22,031 shares
    Change vs previous 13F +3,090 shares

    0.15% of the 13F portfolio, value $4,755,001.

    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 18,941 shares
    Change vs previous 13F +792 shares

    0.15% of the 13F portfolio, value $3,968,655.

    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 18,149 shares
    Change vs previous 13F +312 shares

    0.14% of the 13F portfolio, value $3,095,354.

    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 17,837 shares
    Change vs previous 13F -218 shares

    0.16% of the 13F portfolio, value $3,157,104.

    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 18,055 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,745,132.

    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).