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Compound Planning, Inc.: BSV position timeline

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

Compound Planning, Inc. held 102,436 BSV 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 102,436 shares
    Change vs previous 13F +2,582 shares

    0.21% of the 13F portfolio, value $7,980,752.

    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 99,854 shares
    Change vs previous 13F +26,246 shares

    0.24% of the 13F portfolio, value $7,829,575.

    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 73,608 shares
    Change vs previous 13F -6,527 shares

    0.17% of the 13F portfolio, value $5,801,055.

    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 80,135 shares
    Change vs previous 13F +34,707 shares

    0.2% of the 13F portfolio, value $6,323,437.

    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 45,428 shares
    Change vs previous 13F +17,569 shares

    0.14% of the 13F portfolio, value $3,575,171.

    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 27,859 shares
    Change vs previous 13F -3,250 shares

    0.1% of the 13F portfolio, value $2,180,808.

    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 31,109 shares
    Change vs previous 13F +4,667 shares

    0.12% of the 13F portfolio, value $2,403,759.

    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 26,442 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,080,701.

    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).