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Compound Planning, Inc.: COWZ position timeline

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

Compound Planning, Inc. held 279,729 COWZ 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 279,729 shares
    Change vs previous 13F +22,980 shares

    0.46% of the 13F portfolio, value $17,399,117.

    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 256,749 shares
    Change vs previous 13F -33,481 shares

    0.5% of the 13F portfolio, value $16,062,241.

    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 290,230 shares
    Change vs previous 13F +10,649 shares

    0.52% of the 13F portfolio, value $17,463,148.

    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 279,581 shares
    Change vs previous 13F +16,066 shares

    0.52% of the 13F portfolio, value $16,067,547.

    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 263,515 shares
    Change vs previous 13F +28,593 shares

    0.55% of the 13F portfolio, value $14,519,695.

    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 234,922 shares
    Change vs previous 13F +7,765 shares

    0.59% of the 13F portfolio, value $12,864,337.

    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 227,157 shares
    Change vs previous 13F +38,921 shares

    0.65% of the 13F portfolio, value $12,829,812.

    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 188,236 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $10,885,698.

    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).