Skip to content
Disclosery

Compound Planning, Inc.: CSGP position timeline

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

Compound Planning, Inc. held 12,108 CSGP 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 12,108 shares
    Change vs previous 13F +1,434 shares

    0.01% of the 13F portfolio, value $342,899.

    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 10,674 shares
    Change vs previous 13F +2,360 shares

    0.01% of the 13F portfolio, value $430,590.

    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 8,314 shares
    Change vs previous 13F -2,569 shares

    0.02% of the 13F portfolio, value $559,034.

    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 10,883 shares
    Change vs previous 13F +1,366 shares

    0.03% of the 13F portfolio, value $918,199.

    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 9,517 shares
    Change vs previous 13F +886 shares

    0.03% of the 13F portfolio, value $765,167.

    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 8,631 shares
    Change vs previous 13F +2,706 shares

    0.03% of the 13F portfolio, value $683,834.

    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 5,925 shares
    Change vs previous 13F -628 shares

    0.02% of the 13F portfolio, value $424,171.

    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 6,553 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $494,358.

    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).