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Disclosery

Compound Planning, Inc.: CIG position timeline

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

Compound Planning, Inc. held 66,685 CIG 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 66,685 shares
    Change vs previous 13F -5,880 shares

    <0.01% of the 13F portfolio, value $140,038.

    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 72,565 shares
    Change vs previous 13F +14,646 shares

    0.01% of the 13F portfolio, value $173,430.

    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 57,919 shares
    Change vs previous 13F +18,586 shares

    <0.01% of the 13F portfolio, value $115,838.

    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 39,333 shares
    Change vs previous 13F +6,300 shares

    <0.01% of the 13F portfolio, value $82,993.

    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 33,033 shares
    Change vs previous 13F -40,976 shares

    <0.01% of the 13F portfolio, value $64,745.

    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 74,009 shares
    Change vs previous 13F -12,255 shares

    0.01% of the 13F portfolio, value $130,256.

    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 86,264 shares
    Change vs previous 13F -10,346 shares

    0.01% of the 13F portfolio, value $152,687.

    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 96,610 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $199,017.

    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).