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Disclosery

Compound Planning, Inc.: DB position timeline

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

Compound Planning, Inc. held 39,731 DB 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 39,731 shares
    Change vs previous 13F +4,716 shares

    0.04% of the 13F portfolio, value $1,341,326.

    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 35,015 shares
    Change vs previous 13F -16,959 shares

    0.03% of the 13F portfolio, value $1,042,741.

    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 51,974 shares
    Change vs previous 13F +3,064 shares

    0.06% of the 13F portfolio, value $2,004,103.

    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 48,910 shares
    Change vs previous 13F +2,222 shares

    0.06% of the 13F portfolio, value $1,731,910.

    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 46,688 shares
    Change vs previous 13F +4,320 shares

    0.05% of the 13F portfolio, value $1,367,022.

    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 42,368 shares
    Change vs previous 13F +22,558 shares

    0.05% of the 13F portfolio, value $1,009,620.

    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 19,810 shares
    Change vs previous 13F +1,749 shares

    0.02% of the 13F portfolio, value $337,755.

    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 18,061 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $312,630.

    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).