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Disclosery

Compound Planning, Inc.: CL position timeline

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

Compound Planning, Inc. held 28,242 CL 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 28,242 shares
    Change vs previous 13F +5,807 shares

    0.07% of the 13F portfolio, value $2,589,289.

    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 22,435 shares
    Change vs previous 13F +1,507 shares

    0.06% of the 13F portfolio, value $1,912,112.

    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 20,928 shares
    Change vs previous 13F +13,409 shares

    0.05% of the 13F portfolio, value $1,653,711.

    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 7,519 shares
    Change vs previous 13F -323 shares

    0.02% of the 13F portfolio, value $601,050.

    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 7,842 shares
    Change vs previous 13F +985 shares

    0.03% of the 13F portfolio, value $712,850.

    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 6,857 shares
    Change vs previous 13F +368 shares

    0.03% of the 13F portfolio, value $642,498.

    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 6,489 shares
    Change vs previous 13F +394 shares

    0.03% of the 13F portfolio, value $589,938.

    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 6,095 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $632,736.

    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).