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Disclosery

Compound Planning, Inc.: BTI position timeline

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

Compound Planning, Inc. held 37,179 BTI 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 37,179 shares
    Change vs previous 13F +2,539 shares

    0.06% of the 13F portfolio, value $2,296,181.

    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 34,640 shares
    Change vs previous 13F -507 shares

    0.06% of the 13F portfolio, value $2,025,422.

    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 35,147 shares
    Change vs previous 13F -6,886 shares

    0.06% of the 13F portfolio, value $1,990,012.

    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 42,033 shares
    Change vs previous 13F +1,198 shares

    0.07% of the 13F portfolio, value $2,231,108.

    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 40,835 shares
    Change vs previous 13F +11,635 shares

    0.07% of the 13F portfolio, value $1,932,731.

    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 29,200 shares
    Change vs previous 13F +2,956 shares

    0.06% of the 13F portfolio, value $1,207,988.

    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 26,244 shares
    Change vs previous 13F +2,881 shares

    0.05% of the 13F portfolio, value $953,198.

    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 23,363 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $854,628.

    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).