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Compound Planning, Inc.: BLK position timeline

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

Compound Planning, Inc. held 2,307 BLK 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 2,307 shares
    Change vs previous 13F +196 shares

    0.06% of the 13F portfolio, value $2,218,444.

    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 2,111 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $2,030,289.

    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 2,221 shares
    Change vs previous 13F +445 shares

    0.07% of the 13F portfolio, value $2,377,658.

    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 1,776 shares
    Change vs previous 13F -409 shares

    0.07% of the 13F portfolio, value $2,070,662.

    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 2,185 shares
    Change vs previous 13F +211 shares

    0.09% of the 13F portfolio, value $2,293,061.

    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 1,974 shares
    Change vs previous 13F +112 shares

    0.09% of the 13F portfolio, value $1,868,784.

    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 1,862 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,908,904.

    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).