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Disclosery

Compound Planning, Inc.: CW position timeline

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

Compound Planning, Inc. held 1,223 CW 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 1,223 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $926,517.

    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 1,160 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $789,897.

    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 1,051 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $579,596.

    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 1,092 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $592,698.

    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 1,081 shares
    Change vs previous 13F +337 shares

    0.02% of the 13F portfolio, value $528,256.

    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 744 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $235,987.

    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 675 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,494.

    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).