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Disclosery

Compound Planning, Inc.: CSX position timeline

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

Compound Planning, Inc. held 29,688 CSX 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 29,688 shares
    Change vs previous 13F +1,822 shares

    0.04% of the 13F portfolio, value $1,411,072.

    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 27,866 shares
    Change vs previous 13F -561 shares

    0.04% of the 13F portfolio, value $1,143,897.

    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 28,427 shares
    Change vs previous 13F +1,162 shares

    0.03% of the 13F portfolio, value $1,030,466.

    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 27,265 shares
    Change vs previous 13F +2,792 shares

    0.03% of the 13F portfolio, value $968,197.

    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 24,473 shares
    Change vs previous 13F +9,059 shares

    0.03% of the 13F portfolio, value $798,558.

    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 15,414 shares
    Change vs previous 13F +971 shares

    0.02% of the 13F portfolio, value $453,635.

    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 14,443 shares
    Change vs previous 13F -1,988 shares

    0.02% of the 13F portfolio, value $466,072.

    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 16,431 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $567,361.

    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).