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Compound Planning, Inc.: BABA position timeline

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

Compound Planning, Inc. held 24,658 BABA 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 24,658 shares
    Change vs previous 13F -2,014 shares

    0.06% of the 13F portfolio, value $2,366,641.

    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 26,672 shares
    Change vs previous 13F -3,148 shares

    0.1% of the 13F portfolio, value $3,346,224.

    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 29,820 shares
    Change vs previous 13F +2,431 shares

    0.13% of the 13F portfolio, value $4,371,003.

    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 27,389 shares
    Change vs previous 13F +2,851 shares

    0.16% of the 13F portfolio, value $4,895,221.

    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 24,538 shares
    Change vs previous 13F -1,802 shares

    0.11% of the 13F portfolio, value $2,782,822.

    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 26,340 shares
    Change vs previous 13F +3,851 shares

    0.16% of the 13F portfolio, value $3,482,900.

    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 22,489 shares
    Change vs previous 13F +2,443 shares

    0.1% of the 13F portfolio, value $1,906,818.

    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 20,046 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,127,232.

    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).