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Disclosery

Compound Planning, Inc.: CTA position timeline

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

Compound Planning, Inc. held 463,212 CTA 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 463,212 shares
    Change vs previous 13F +91,579 shares

    0.31% of the 13F portfolio, value $12,015,720.

    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 371,633 shares
    Change vs previous 13F +432 shares

    0.35% of the 13F portfolio, value $11,230,763.

    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 371,201 shares
    Change vs previous 13F +67,531 shares

    0.3% of the 13F portfolio, value $10,118,935.

    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 303,670 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,493,663.

    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).