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Disclosery

Compound Planning, Inc.: DFAT position timeline

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

Compound Planning, Inc. held 59,182 DFAT 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 59,182 shares
    Change vs previous 13F -233 shares

    0.11% of the 13F portfolio, value $4,136,774.

    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 59,415 shares
    Change vs previous 13F +5,926 shares

    0.11% of the 13F portfolio, value $3,710,456.

    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 53,489 shares
    Change vs previous 13F -2,875 shares

    0.09% of the 13F portfolio, value $3,184,738.

    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 56,364 shares
    Change vs previous 13F -5,841 shares

    0.11% of the 13F portfolio, value $3,280,929.

    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 62,205 shares
    Change vs previous 13F -3,374 shares

    0.13% of the 13F portfolio, value $3,356,593.

    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 65,579 shares
    Change vs previous 13F +51,195 shares

    0.15% of the 13F portfolio, value $3,376,666.

    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 14,384 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $800,598.

    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).