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Compound Planning, Inc.: BHP position timeline

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

Compound Planning, Inc. held 49,521 BHP 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 49,521 shares
    Change vs previous 13F +12,282 shares

    0.11% of the 13F portfolio, value $4,125,612.

    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 37,239 shares
    Change vs previous 13F +5,746 shares

    0.08% of the 13F portfolio, value $2,708,762.

    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 31,493 shares
    Change vs previous 13F +4,987 shares

    0.06% of the 13F portfolio, value $1,901,237.

    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 26,506 shares
    Change vs previous 13F +9,410 shares

    0.05% of the 13F portfolio, value $1,477,714.

    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 17,096 shares
    Change vs previous 13F -5,284 shares

    0.03% of the 13F portfolio, value $822,140.

    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 22,380 shares
    Change vs previous 13F +6,884 shares

    0.05% of the 13F portfolio, value $1,086,318.

    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 15,496 shares
    Change vs previous 13F -2,239 shares

    0.04% of the 13F portfolio, value $756,651.

    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 17,735 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,101,494.

    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).