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Compound Planning, Inc.: CSCO position timeline

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

Compound Planning, Inc. held 99,224 CSCO 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 99,224 shares
    Change vs previous 13F +31,484 shares

    0.3% of the 13F portfolio, value $11,654,843.

    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 67,740 shares
    Change vs previous 13F +1,727 shares

    0.16% of the 13F portfolio, value $5,256,021.

    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 66,013 shares
    Change vs previous 13F +29,604 shares

    0.15% of the 13F portfolio, value $5,085,005.

    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 36,409 shares
    Change vs previous 13F +4,357 shares

    0.08% of the 13F portfolio, value $2,491,071.

    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 32,052 shares
    Change vs previous 13F -2,032 shares

    0.08% of the 13F portfolio, value $2,223,768.

    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 34,084 shares
    Change vs previous 13F +9,659 shares

    0.1% of the 13F portfolio, value $2,103,342.

    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 24,425 shares
    Change vs previous 13F +2,685 shares

    0.07% of the 13F portfolio, value $1,445,941.

    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 21,740 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,157,004.

    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).