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Disclosery

Compound Planning, Inc.: C position timeline

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

Compound Planning, Inc. held 39,555 C 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 39,555 shares
    Change vs previous 13F +3,226 shares

    0.14% of the 13F portfolio, value $5,536,083.

    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 36,329 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $4,120,095.

    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 36,322 shares
    Change vs previous 13F +1,507 shares

    0.13% of the 13F portfolio, value $4,238,409.

    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 34,815 shares
    Change vs previous 13F +4,295 shares

    0.11% of the 13F portfolio, value $3,533,664.

    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 30,520 shares
    Change vs previous 13F +80 shares

    0.1% of the 13F portfolio, value $2,597,850.

    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 30,440 shares
    Change vs previous 13F +1,135 shares

    0.1% of the 13F portfolio, value $2,160,926.

    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 29,305 shares
    Change vs previous 13F +3,334 shares

    0.1% of the 13F portfolio, value $2,062,810.

    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 25,971 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,625,808.

    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).