Skip to content
Disclosery

Compound Planning, Inc.: BNS position timeline

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

Compound Planning, Inc. held 21,085 BNS 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 21,085 shares
    Change vs previous 13F +2,520 shares

    0.05% of the 13F portfolio, value $1,831,064.

    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 18,565 shares
    Change vs previous 13F +825 shares

    0.04% of the 13F portfolio, value $1,286,747.

    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 17,740 shares
    Change vs previous 13F +4,264 shares

    0.04% of the 13F portfolio, value $1,307,249.

    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 13,476 shares
    Change vs previous 13F +3,008 shares

    0.03% of the 13F portfolio, value $871,196.

    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 10,468 shares
    Change vs previous 13F -1,236 shares

    0.02% of the 13F portfolio, value $578,588.

    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 11,704 shares
    Change vs previous 13F +639 shares

    0.03% of the 13F portfolio, value $555,129.

    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 11,065 shares
    Change vs previous 13F +2,439 shares

    0.03% of the 13F portfolio, value $594,412.

    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 8,626 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $470,031.

    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).