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Compound Planning, Inc.: BNDX position timeline

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

Compound Planning, Inc. held 154,658 BNDX 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 154,658 shares
    Change vs previous 13F -12,058 shares

    0.2% of the 13F portfolio, value $7,490,065.

    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 166,716 shares
    Change vs previous 13F -14,284 shares

    0.25% of the 13F portfolio, value $8,010,723.

    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 181,000 shares
    Change vs previous 13F +10,152 shares

    0.26% of the 13F portfolio, value $8,745,926.

    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 170,848 shares
    Change vs previous 13F +69,212 shares

    0.27% of the 13F portfolio, value $8,450,142.

    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 101,636 shares
    Change vs previous 13F +26,629 shares

    0.19% of the 13F portfolio, value $5,032,019.

    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 75,007 shares
    Change vs previous 13F -1,157 shares

    0.17% of the 13F portfolio, value $3,661,830.

    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 76,164 shares
    Change vs previous 13F +9,947 shares

    0.19% of the 13F portfolio, value $3,735,860.

    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 66,217 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,329,396.

    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).