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Disclosery

Compound Planning, Inc.: BSJR position timeline

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

Compound Planning, Inc. held 104,647 BSJR 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 104,647 shares
    Change vs previous 13F -8 shares

    0.06% of the 13F portfolio, value $2,338,405.

    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 104,655 shares
    Change vs previous 13F -2,269 shares

    0.07% of the 13F portfolio, value $2,340,608.

    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 106,924 shares
    Change vs previous 13F +16,542 shares

    0.07% of the 13F portfolio, value $2,418,035.

    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 90,382 shares
    Change vs previous 13F +19,943 shares

    0.07% of the 13F portfolio, value $2,055,293.

    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 70,439 shares
    Change vs previous 13F +15,219 shares

    0.06% of the 13F portfolio, value $1,599,327.

    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 55,220 shares
    Change vs previous 13F +2,892 shares

    0.06% of the 13F portfolio, value $1,237,198.

    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 52,328 shares
    Change vs previous 13F +2,932 shares

    0.06% of the 13F portfolio, value $1,172,156.

    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 49,396 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,121,294.

    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).