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Disclosery

Compound Planning, Inc.: DDLS position timeline

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

Compound Planning, Inc. held 6,006 DDLS 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 6,006 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $264,554.

    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 6,126 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $266,215.

    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 6,902 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $296,643.

    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 7,084 shares
    Change vs previous 13F -485 shares

    0.01% of the 13F portfolio, value $297,098.

    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 7,569 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $298,971.

    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 7,484 shares
    Change vs previous 13F +217 shares

    0.01% of the 13F portfolio, value $264,556.

    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 7,267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,195.

    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).