Compound Planning, Inc.: CCJ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on CCJ, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 4,109 CCJ shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 4,109 sharesChange vs previous 13F -133 shares
0.01% of the 13F portfolio, value $418,545.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,242 sharesChange vs previous 13F +397 shares
0.01% of the 13F portfolio, value $460,726.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,845 sharesChange vs previous 13F -5,982 shares
0.01% of the 13F portfolio, value $351,781.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,827 sharesChange vs previous 13F +6,541 shares
0.03% of the 13F portfolio, value $824,084.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,286 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $243,920.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).