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Disclosery

Compound Planning, Inc.: BN position timeline

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

Compound Planning, Inc. held 28,181 BN 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 28,181 shares
    Change vs previous 13F +1,145 shares

    0.03% of the 13F portfolio, value $1,200,218.

    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 27,036 shares
    Change vs previous 13F -3,425 shares

    0.03% of the 13F portfolio, value $1,094,134.

    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 30,461 shares
    Change vs previous 13F +11,823 shares

    0.04% of the 13F portfolio, value $1,397,838.

    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 18,638 shares
    Change vs previous 13F +1,864 shares

    0.04% of the 13F portfolio, value $1,278,198.

    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 16,774 shares
    Change vs previous 13F +3,282 shares

    0.04% of the 13F portfolio, value $1,037,474.

    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 13,492 shares
    Change vs previous 13F -507 shares

    0.03% of the 13F portfolio, value $707,117.

    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 13,999 shares
    Change vs previous 13F +1,875 shares

    0.04% of the 13F portfolio, value $804,243.

    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 12,124 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $644,391.

    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).