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Compound Planning, Inc.: CRWD position timeline

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

Compound Planning, Inc. held 4,535 CRWD 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 4,535 shares
    Change vs previous 13F +1,454 shares

    0.09% of the 13F portfolio, value $3,461,364.

    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 3,081 shares
    Change vs previous 13F -919 shares

    0.04% of the 13F portfolio, value $1,202,875.

    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 4,000 shares
    Change vs previous 13F +780 shares

    0.06% of the 13F portfolio, value $1,875,223.

    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 3,220 shares
    Change vs previous 13F -424 shares

    0.05% of the 13F portfolio, value $1,579,187.

    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 3,644 shares
    Change vs previous 13F +1,237 shares

    0.07% of the 13F portfolio, value $1,856,153.

    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 2,407 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $848,778.

    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 2,331 shares
    Change vs previous 13F +756 shares

    0.04% of the 13F portfolio, value $797,689.

    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 1,575 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $441,859.

    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).