Skip to content
Disclosery

Compound Planning, Inc.: CME position timeline

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

Compound Planning, Inc. held 4,201 CME 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 4,201 shares
    Change vs previous 13F -970 shares

    0.02% of the 13F portfolio, value $927,720.

    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 5,171 shares
    Change vs previous 13F -260 shares

    0.05% of the 13F portfolio, value $1,527,226.

    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 5,431 shares
    Change vs previous 13F +560 shares

    0.04% of the 13F portfolio, value $1,483,187.

    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 4,871 shares
    Change vs previous 13F -13 shares

    0.04% of the 13F portfolio, value $1,316,157.

    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 4,884 shares
    Change vs previous 13F +781 shares

    0.05% of the 13F portfolio, value $1,346,159.

    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 4,103 shares
    Change vs previous 13F +378 shares

    0.05% of the 13F portfolio, value $1,088,497.

    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 3,725 shares
    Change vs previous 13F +947 shares

    0.04% of the 13F portfolio, value $864,950.

    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 2,778 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $613,075.

    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).