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Disclosery

Compound Planning, Inc.: DBP position timeline

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

Compound Planning, Inc. held 0 DBP shares at 2025-12-31 per its 13F-HR filed 2026-02-19.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,407 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,407 shares
    Change vs previous 13F +82 shares

    0.03% of the 13F portfolio, value $1,014,369.

    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).

  3. period ended2025-06-30
    13F 11,325 shares
    Change vs previous 13F +1,371 shares

    0.03% of the 13F portfolio, value $850,933.

    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).

  4. period ended2025-03-31
    13F 9,954 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $711,190.

    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).