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Compound Planning, Inc.: DFUV position timeline

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

Compound Planning, Inc. held 223,958 DFUV 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 223,958 shares
    Change vs previous 13F +15,639 shares

    0.32% of the 13F portfolio, value $12,319,899.

    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 208,319 shares
    Change vs previous 13F +22,815 shares

    0.31% of the 13F portfolio, value $10,095,131.

    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 185,504 shares
    Change vs previous 13F -42,564 shares

    0.26% of the 13F portfolio, value $8,642,633.

    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 228,068 shares
    Change vs previous 13F -15,976 shares

    0.33% of the 13F portfolio, value $10,192,346.

    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 244,044 shares
    Change vs previous 13F -46,831 shares

    0.39% of the 13F portfolio, value $10,318,163.

    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 290,875 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,986,971.

    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).