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Compound Planning, Inc.: CBRE position timeline

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

Compound Planning, Inc. held 4,833 CBRE 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 4,833 shares
    Change vs previous 13F -291 shares

    0.02% of the 13F portfolio, value $650,957.

    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 5,124 shares
    Change vs previous 13F -809 shares

    0.02% of the 13F portfolio, value $694,097.

    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 5,933 shares
    Change vs previous 13F +570 shares

    0.03% of the 13F portfolio, value $953,967.

    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 5,363 shares
    Change vs previous 13F +735 shares

    0.03% of the 13F portfolio, value $844,994.

    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 4,628 shares
    Change vs previous 13F +546 shares

    0.02% of the 13F portfolio, value $648,475.

    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 4,082 shares
    Change vs previous 13F +549 shares

    0.02% of the 13F portfolio, value $533,844.

    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 3,533 shares
    Change vs previous 13F +303 shares

    0.02% of the 13F portfolio, value $463,848.

    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 3,230 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $402,070.

    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).