Skip to content
Disclosery

Compound Planning, Inc.: BLV position timeline

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

Compound Planning, Inc. held 13,794 BLV 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 13,794 shares
    Change vs previous 13F -2,429 shares

    0.02% of the 13F portfolio, value $950,842.

    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 16,223 shares
    Change vs previous 13F +1,286 shares

    0.03% of the 13F portfolio, value $1,115,808.

    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 14,937 shares
    Change vs previous 13F +1,273 shares

    0.03% of the 13F portfolio, value $1,038,389.

    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 13,664 shares
    Change vs previous 13F +1,249 shares

    0.03% of the 13F portfolio, value $968,081.

    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 12,415 shares
    Change vs previous 13F +515 shares

    0.03% of the 13F portfolio, value $863,316.

    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 11,900 shares
    Change vs previous 13F +2,986 shares

    0.04% of the 13F portfolio, value $838,007.

    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 8,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $609,965.

    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).