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Disclosery

Compound Planning, Inc.: BNY position timeline

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

Compound Planning, Inc. held 41,221 BNY 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 41,221 shares
    Change vs previous 13F -215 shares

    0.16% of the 13F portfolio, value $5,960,869.

    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 41,436 shares
    Change vs previous 13F +80 shares

    0.15% of the 13F portfolio, value $4,915,506.

    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 41,356 shares
    Change vs previous 13F +227 shares

    0.14% of the 13F portfolio, value $4,801,082.

    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 41,129 shares
    Change vs previous 13F -1,575 shares

    0.15% of the 13F portfolio, value $4,481,384.

    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 42,704 shares
    Change vs previous 13F -2,419 shares

    0.15% of the 13F portfolio, value $3,890,777.

    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 45,123 shares
    Change vs previous 13F +35,761 shares

    0.17% of the 13F portfolio, value $3,784,493.

    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 9,362 shares
    Change vs previous 13F +873 shares

    0.04% of the 13F portfolio, value $719,255.

    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 8,489 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $610,023.

    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).