Skip to content
Disclosery

Compound Planning, Inc.: CRS position timeline

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

Compound Planning, Inc. held 1,858 CRS 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 1,858 shares
    Change vs previous 13F +76 shares

    0.03% of the 13F portfolio, value $1,146,093.

    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 1,782 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $702,378.

    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 1,694 shares
    Change vs previous 13F -23 shares

    0.02% of the 13F portfolio, value $533,340.

    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 1,717 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $421,593.

    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 1,649 shares
    Change vs previous 13F +170 shares

    0.02% of the 13F portfolio, value $455,751.

    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 1,479 shares
    Change vs previous 13F +186 shares

    0.01% of the 13F portfolio, value $267,965.

    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 1,293 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $219,435.

    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).