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Disclosery

Compound Planning, Inc.: BGRN position timeline

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

Compound Planning, Inc. held 17,174 BGRN 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 17,174 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $815,293.

    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 16,965 shares
    Change vs previous 13F -596 shares

    0.02% of the 13F portfolio, value $805,356.

    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 17,561 shares
    Change vs previous 13F +384 shares

    0.02% of the 13F portfolio, value $841,820.

    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 17,177 shares
    Change vs previous 13F +3,978 shares

    0.03% of the 13F portfolio, value $826,695.

    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 13,199 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $629,196.

    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 13,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $617,622.

    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).