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Disclosery

Compound Planning, Inc.: BSJT position timeline

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

Compound Planning, Inc. held 52,624 BSJT 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 52,624 shares
    Change vs previous 13F +178 shares

    0.03% of the 13F portfolio, value $1,111,935.

    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 52,446 shares
    Change vs previous 13F +611 shares

    0.03% of the 13F portfolio, value $1,103,196.

    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 51,835 shares
    Change vs previous 13F +19,308 shares

    0.03% of the 13F portfolio, value $1,114,969.

    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 32,527 shares
    Change vs previous 13F +555 shares

    0.02% of the 13F portfolio, value $701,605.

    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 31,972 shares
    Change vs previous 13F +9,732 shares

    0.03% of the 13F portfolio, value $688,039.

    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 22,240 shares
    Change vs previous 13F +359 shares

    0.02% of the 13F portfolio, value $468,829.

    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 21,881 shares
    Change vs previous 13F +373 shares

    0.02% of the 13F portfolio, value $468,131.

    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 21,508 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $470,169.

    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).