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Disclosery

Compound Planning, Inc.: BX position timeline

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

Compound Planning, Inc. held 22,483 BX 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 22,483 shares
    Change vs previous 13F -665 shares

    0.07% of the 13F portfolio, value $2,645,644.

    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 23,148 shares
    Change vs previous 13F +1,288 shares

    0.08% of the 13F portfolio, value $2,661,769.

    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 21,860 shares
    Change vs previous 13F +3,470 shares

    0.1% of the 13F portfolio, value $3,369,434.

    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 18,390 shares
    Change vs previous 13F +1,438 shares

    0.1% of the 13F portfolio, value $3,141,961.

    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 16,952 shares
    Change vs previous 13F -1,331 shares

    0.1% of the 13F portfolio, value $2,535,643.

    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 18,283 shares
    Change vs previous 13F +1,382 shares

    0.12% of the 13F portfolio, value $2,555,584.

    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 16,901 shares
    Change vs previous 13F +414 shares

    0.15% of the 13F portfolio, value $2,914,060.

    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 16,487 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,524,637.

    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).