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Compound Planning, Inc.: BR position timeline

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

Compound Planning, Inc. held 2,229 BR 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 2,229 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $305,276.

    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 2,208 shares
    Change vs previous 13F -3,361 shares

    0.01% of the 13F portfolio, value $358,830.

    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 5,569 shares
    Change vs previous 13F -428 shares

    0.04% of the 13F portfolio, value $1,242,815.

    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 5,997 shares
    Change vs previous 13F +153 shares

    0.05% of the 13F portfolio, value $1,428,255.

    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 5,844 shares
    Change vs previous 13F +1,064 shares

    0.05% of the 13F portfolio, value $1,420,213.

    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 4,780 shares
    Change vs previous 13F +676 shares

    0.05% of the 13F portfolio, value $1,158,902.

    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 4,104 shares
    Change vs previous 13F +1,166 shares

    0.05% of the 13F portfolio, value $927,897.

    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 2,938 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $631,711.

    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).