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Disclosery

Compound Planning, Inc.: COIN position timeline

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

Compound Planning, Inc. held 244,939 COIN 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 244,939 shares
    Change vs previous 13F -2,028 shares

    0.94% of the 13F portfolio, value $35,807,633.

    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 246,967 shares
    Change vs previous 13F -22,449 shares

    1.33% of the 13F portfolio, value $43,122,829.

    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 269,416 shares
    Change vs previous 13F -22,292 shares

    1.8% of the 13F portfolio, value $60,925,631.

    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 291,708 shares
    Change vs previous 13F -21,544 shares

    3.19% of the 13F portfolio, value $98,448,380.

    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 313,252 shares
    Change vs previous 13F -20,398 shares

    4.15% of the 13F portfolio, value $109,791,693.

    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 333,650 shares
    Change vs previous 13F +9,812 shares

    2.62% of the 13F portfolio, value $57,464,540.

    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 323,838 shares
    Change vs previous 13F -1,316 shares

    4.06% of the 13F portfolio, value $80,408,975.

    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 325,154 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $57,932,688.

    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).