Skip to content
Disclosery

Compound Planning, Inc.: COST position timeline

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

Compound Planning, Inc. held 11,265 COST 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 11,265 shares
    Change vs previous 13F -498 shares

    0.28% of the 13F portfolio, value $10,537,829.

    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 11,763 shares
    Change vs previous 13F +2,031 shares

    0.36% of the 13F portfolio, value $11,720,969.

    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 9,732 shares
    Change vs previous 13F +681 shares

    0.25% of the 13F portfolio, value $8,392,130.

    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 9,051 shares
    Change vs previous 13F -2,075 shares

    0.27% of the 13F portfolio, value $8,378,267.

    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 11,126 shares
    Change vs previous 13F +747 shares

    0.42% of the 13F portfolio, value $11,014,474.

    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 10,379 shares
    Change vs previous 13F +280 shares

    0.45% of the 13F portfolio, value $9,816,480.

    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 10,099 shares
    Change vs previous 13F +666 shares

    0.47% of the 13F portfolio, value $9,253,469.

    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 9,433 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $8,362,881.

    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).