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Disclosery

Compound Planning, Inc.: COMT position timeline

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

Compound Planning, Inc. held 15,746 COMT 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 15,746 shares
    Change vs previous 13F +2,139 shares

    0.01% of the 13F portfolio, value $478,209.

    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 13,607 shares
    Change vs previous 13F +3,733 shares

    0.01% of the 13F portfolio, value $460,067.

    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 9,874 shares
    Change vs previous 13F -24,107 shares

    0.01% of the 13F portfolio, value $245,808.

    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 33,981 shares
    Change vs previous 13F -237,080 shares

    0.03% of the 13F portfolio, value $912,380.

    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 271,061 shares
    Change vs previous 13F +4,565 shares

    0.26% of the 13F portfolio, value $7,006,927.

    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 266,496 shares
    Change vs previous 13F +24,414 shares

    0.32% of the 13F portfolio, value $7,054,141.

    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 242,082 shares
    Change vs previous 13F +66,760 shares

    0.31% of the 13F portfolio, value $6,127,089.

    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 175,322 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,542,590.

    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).