Skip to content
Disclosery

Compound Planning, Inc.: CB position timeline

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

Compound Planning, Inc. held 5,393 CB 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 5,393 shares
    Change vs previous 13F +184 shares

    0.05% of the 13F portfolio, value $1,837,826.

    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 5,209 shares
    Change vs previous 13F +578 shares

    0.05% of the 13F portfolio, value $1,697,903.

    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 4,631 shares
    Change vs previous 13F +10 shares

    0.04% of the 13F portfolio, value $1,445,368.

    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 4,621 shares
    Change vs previous 13F -1,035 shares

    0.04% of the 13F portfolio, value $1,304,373.

    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 5,656 shares
    Change vs previous 13F +924 shares

    0.06% of the 13F portfolio, value $1,638,556.

    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 4,732 shares
    Change vs previous 13F -46 shares

    0.07% of the 13F portfolio, value $1,429,086.

    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 4,778 shares
    Change vs previous 13F +278 shares

    0.07% of the 13F portfolio, value $1,320,287.

    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 4,500 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,297,785.

    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).