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Compound Planning, Inc.: CX position timeline

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

Compound Planning, Inc. held 49,745 CX 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 49,745 shares
    Change vs previous 13F +2,981 shares

    0.02% of the 13F portfolio, value $596,944.

    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 46,764 shares
    Change vs previous 13F +6,519 shares

    0.02% of the 13F portfolio, value $534,983.

    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 40,245 shares
    Change vs previous 13F +8,191 shares

    0.01% of the 13F portfolio, value $462,416.

    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 32,054 shares
    Change vs previous 13F +3,656 shares

    0.01% of the 13F portfolio, value $288,166.

    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 28,398 shares
    Change vs previous 13F +1,830 shares

    0.01% of the 13F portfolio, value $196,798.

    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 26,568 shares
    Change vs previous 13F +6,944 shares

    0.01% of the 13F portfolio, value $149,046.

    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 19,624 shares
    Change vs previous 13F -6,540 shares

    0.01% of the 13F portfolio, value $110,679.

    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 26,164 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $159,600.

    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).