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Disclosery

Compound Planning, Inc.: DELL position timeline

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

Compound Planning, Inc. held 6,351 DELL 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 6,351 shares
    Change vs previous 13F +369 shares

    0.07% of the 13F portfolio, value $2,740,173.

    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 5,982 shares
    Change vs previous 13F -2,699 shares

    0.03% of the 13F portfolio, value $981,894.

    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 8,681 shares
    Change vs previous 13F -137 shares

    0.03% of the 13F portfolio, value $1,092,769.

    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 8,818 shares
    Change vs previous 13F +561 shares

    0.04% of the 13F portfolio, value $1,250,199.

    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 8,257 shares
    Change vs previous 13F +625 shares

    0.04% of the 13F portfolio, value $1,012,296.

    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 7,632 shares
    Change vs previous 13F +923 shares

    0.03% of the 13F portfolio, value $695,646.

    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 6,709 shares
    Change vs previous 13F -168 shares

    0.04% of the 13F portfolio, value $773,170.

    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 6,877 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $815,222.

    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).