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Disclosery

Compound Planning, Inc.: COP position timeline

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

Compound Planning, Inc. held 19,227 COP 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 19,227 shares
    Change vs previous 13F -22,757 shares

    0.05% of the 13F portfolio, value $1,998,880.

    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 41,984 shares
    Change vs previous 13F +24,886 shares

    0.17% of the 13F portfolio, value $5,541,893.

    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 17,098 shares
    Change vs previous 13F -1,767 shares

    0.05% of the 13F portfolio, value $1,600,556.

    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 18,865 shares
    Change vs previous 13F +5,936 shares

    0.06% of the 13F portfolio, value $1,784,422.

    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 12,929 shares
    Change vs previous 13F +3,146 shares

    0.04% of the 13F portfolio, value $1,160,235.

    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 9,783 shares
    Change vs previous 13F -538 shares

    0.05% of the 13F portfolio, value $1,027,424.

    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 10,321 shares
    Change vs previous 13F -1,039 shares

    0.05% of the 13F portfolio, value $1,023,542.

    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 11,360 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,195,995.

    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).