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Compound Planning, Inc.: CART position timeline

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

Compound Planning, Inc. held 22,665 CART 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 22,665 shares
    Change vs previous 13F +1,986 shares

    0.03% of the 13F portfolio, value $1,073,188.

    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 20,679 shares
    Change vs previous 13F +1,332 shares

    0.02% of the 13F portfolio, value $774,635.

    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 19,347 shares
    Change vs previous 13F +523 shares

    0.03% of the 13F portfolio, value $870,228.

    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 18,824 shares
    Change vs previous 13F -174 shares

    0.02% of the 13F portfolio, value $691,970.

    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 18,998 shares
    Change vs previous 13F -2,832 shares

    0.03% of the 13F portfolio, value $859,470.

    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 21,830 shares
    Change vs previous 13F +81 shares

    0.04% of the 13F portfolio, value $870,799.

    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 21,749 shares
    Change vs previous 13F -8,970 shares

    0.05% of the 13F portfolio, value $900,844.

    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 30,719 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,251,492.

    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).