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Compound Planning, Inc.: CARR position timeline

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

Compound Planning, Inc. held 8,586 CARR 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 8,586 shares
    Change vs previous 13F +1,203 shares

    0.02% of the 13F portfolio, value $629,759.

    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 7,383 shares
    Change vs previous 13F +1,929 shares

    0.01% of the 13F portfolio, value $415,727.

    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 5,454 shares
    Change vs previous 13F -1,609 shares

    0.01% of the 13F portfolio, value $288,181.

    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 7,063 shares
    Change vs previous 13F -141 shares

    0.01% of the 13F portfolio, value $421,666.

    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 7,204 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $527,263.

    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 7,294 shares
    Change vs previous 13F +1,929 shares

    0.02% of the 13F portfolio, value $462,458.

    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 5,365 shares
    Change vs previous 13F -163 shares

    0.02% of the 13F portfolio, value $366,185.

    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 5,528 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $444,935.

    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).