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Disclosery

Compound Planning, Inc.: BP position timeline

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

Compound Planning, Inc. held 31,569 BP 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 31,569 shares
    Change vs previous 13F +3,080 shares

    0.03% of the 13F portfolio, value $1,166,459.

    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 28,489 shares
    Change vs previous 13F +4,044 shares

    0.04% of the 13F portfolio, value $1,338,987.

    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 24,445 shares
    Change vs previous 13F +1,834 shares

    0.03% of the 13F portfolio, value $848,974.

    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 22,611 shares
    Change vs previous 13F +8,580 shares

    0.03% of the 13F portfolio, value $779,173.

    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 14,031 shares
    Change vs previous 13F -9,673 shares

    0.02% of the 13F portfolio, value $419,946.

    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 23,704 shares
    Change vs previous 13F +7,607 shares

    0.04% of the 13F portfolio, value $800,953.

    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 16,097 shares
    Change vs previous 13F +502 shares

    0.02% of the 13F portfolio, value $475,840.

    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 15,595 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $489,523.

    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).