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Compound Planning, Inc.: CMCSA position timeline

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

Compound Planning, Inc. held 24,462 CMCSA 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 24,462 shares
    Change vs previous 13F -15,305 shares

    0.02% of the 13F portfolio, value $600,533.

    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 39,767 shares
    Change vs previous 13F +13,042 shares

    0.04% of the 13F portfolio, value $1,141,719.

    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 26,725 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $798,819.

    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 26,753 shares
    Change vs previous 13F -4,004 shares

    0.03% of the 13F portfolio, value $840,566.

    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 30,757 shares
    Change vs previous 13F -7,269 shares

    0.04% of the 13F portfolio, value $1,097,725.

    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 38,026 shares
    Change vs previous 13F +6,351 shares

    0.06% of the 13F portfolio, value $1,403,169.

    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 31,675 shares
    Change vs previous 13F -1,842 shares

    0.06% of the 13F portfolio, value $1,188,778.

    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 33,517 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,400,004.

    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).