Skip to content
Disclosery

Compound Planning, Inc.: BMY position timeline

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

Compound Planning, Inc. held 31,680 BMY 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 31,680 shares
    Change vs previous 13F -49,811 shares

    0.05% of the 13F portfolio, value $1,825,365.

    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 81,491 shares
    Change vs previous 13F +57,858 shares

    0.15% of the 13F portfolio, value $4,942,446.

    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 23,633 shares
    Change vs previous 13F +12,072 shares

    0.04% of the 13F portfolio, value $1,274,778.

    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 11,561 shares
    Change vs previous 13F +3,869 shares

    0.02% of the 13F portfolio, value $521,392.

    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 7,692 shares
    Change vs previous 13F -6,331 shares

    0.01% of the 13F portfolio, value $356,045.

    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 14,023 shares
    Change vs previous 13F +1,255 shares

    0.04% of the 13F portfolio, value $855,274.

    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 12,768 shares
    Change vs previous 13F +5,593 shares

    0.04% of the 13F portfolio, value $722,163.

    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 7,175 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $371,215.

    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).