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Disclosery

Compound Planning, Inc.: BKR position timeline

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

Compound Planning, Inc. held 22,744 BKR 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 22,744 shares
    Change vs previous 13F -739 shares

    0.03% of the 13F portfolio, value $1,262,288.

    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 23,483 shares
    Change vs previous 13F +1,138 shares

    0.04% of the 13F portfolio, value $1,433,658.

    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 22,345 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $1,017,603.

    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 22,382 shares
    Change vs previous 13F +1,825 shares

    0.04% of the 13F portfolio, value $1,090,444.

    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 20,557 shares
    Change vs previous 13F -6,046 shares

    0.03% of the 13F portfolio, value $788,172.

    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 26,603 shares
    Change vs previous 13F +4,422 shares

    0.05% of the 13F portfolio, value $1,169,181.

    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 22,181 shares
    Change vs previous 13F +2,147 shares

    0.05% of the 13F portfolio, value $909,874.

    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 20,034 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $724,233.

    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).