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Compound Planning, Inc.: BND position timeline

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

Compound Planning, Inc. held 641,444 BND 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 641,444 shares
    Change vs previous 13F -30,074 shares

    1.23% of the 13F portfolio, value $47,088,400.

    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 671,518 shares
    Change vs previous 13F -93,327 shares

    1.53% of the 13F portfolio, value $49,450,629.

    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 764,845 shares
    Change vs previous 13F +102,002 shares

    1.67% of the 13F portfolio, value $56,652,077.

    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 662,843 shares
    Change vs previous 13F +148,329 shares

    1.6% of the 13F portfolio, value $49,295,640.

    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 514,514 shares
    Change vs previous 13F +96,958 shares

    1.43% of the 13F portfolio, value $37,883,647.

    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 417,556 shares
    Change vs previous 13F +83,922 shares

    1.4% of the 13F portfolio, value $30,669,489.

    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 333,634 shares
    Change vs previous 13F +80,260 shares

    1.21% of the 13F portfolio, value $23,991,623.

    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 253,374 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $19,030,918.

    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).