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Disclosery

Compound Planning, Inc.: DFIS position timeline

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

Compound Planning, Inc. held 85,089 DFIS 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 85,089 shares
    Change vs previous 13F +47,866 shares

    0.08% of the 13F portfolio, value $2,980,660.

    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 37,223 shares
    Change vs previous 13F +22,940 shares

    0.04% of the 13F portfolio, value $1,253,306.

    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 14,283 shares
    Change vs previous 13F +5,263 shares

    0.01% of the 13F portfolio, value $470,484.

    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 9,020 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,293.

    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).