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Compound Planning, Inc.: CII position timeline

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

Compound Planning, Inc. held 36,893 CII 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 36,893 shares
    Change vs previous 13F -1,483 shares

    0.03% of the 13F portfolio, value $964,752.

    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 38,376 shares
    Change vs previous 13F +24,343 shares

    0.02% of the 13F portfolio, value $806,653.

    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 14,033 shares
    Change vs previous 13F +120 shares

    0.01% of the 13F portfolio, value $327,951.

    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 13,913 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $319,999.

    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 13,913 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $297,043.

    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 13,903 shares
    Change vs previous 13F +1,405 shares

    0.01% of the 13F portfolio, value $256,788.

    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 12,498 shares
    Change vs previous 13F -1,025 shares

    0.01% of the 13F portfolio, value $251,210.

    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 13,523 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $266,268.

    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).