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Compound Planning, Inc.: DBEF position timeline

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

Compound Planning, Inc. held 4,915 DBEF 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 4,915 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $268,493.

    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 4,915 shares
    Change vs previous 13F -178 shares

    0.01% of the 13F portfolio, value $242,789.

    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 5,093 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $245,037.

    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 5,094 shares
    Change vs previous 13F -13,947 shares

    0.01% of the 13F portfolio, value $236,475.

    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 19,041 shares
    Change vs previous 13F +12,401 shares

    0.03% of the 13F portfolio, value $833,031.

    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 6,640 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $287,528.

    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 6,637 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $274,781.

    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).