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Compound Planning, Inc.: BIL position timeline

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

Compound Planning, Inc. held 20,971 BIL 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 20,971 shares
    Change vs previous 13F -6,533 shares

    0.05% of the 13F portfolio, value $1,921,781.

    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 27,504 shares
    Change vs previous 13F -15,316 shares

    0.08% of the 13F portfolio, value $2,520,491.

    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 42,820 shares
    Change vs previous 13F +1,618 shares

    0.12% of the 13F portfolio, value $3,912,857.

    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 41,202 shares
    Change vs previous 13F +3,080 shares

    0.12% of the 13F portfolio, value $3,780,274.

    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 38,122 shares
    Change vs previous 13F +3,438 shares

    0.13% of the 13F portfolio, value $3,496,914.

    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 34,684 shares
    Change vs previous 13F +3,103 shares

    0.15% of the 13F portfolio, value $3,181,604.

    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 31,581 shares
    Change vs previous 13F +12,150 shares

    0.15% of the 13F portfolio, value $2,887,422.

    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 19,431 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,783,929.

    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).