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Compound Planning, Inc.: DGRO position timeline

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

Compound Planning, Inc. held 28,000 DGRO 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 28,000 shares
    Change vs previous 13F -1,966 shares

    0.06% of the 13F portfolio, value $2,122,140.

    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 29,966 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $2,103,054.

    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 29,630 shares
    Change vs previous 13F +482 shares

    0.06% of the 13F portfolio, value $2,056,885.

    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 29,148 shares
    Change vs previous 13F +400 shares

    0.06% of the 13F portfolio, value $1,984,398.

    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 28,748 shares
    Change vs previous 13F +49 shares

    0.07% of the 13F portfolio, value $1,838,124.

    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 28,699 shares
    Change vs previous 13F +82 shares

    0.08% of the 13F portfolio, value $1,773,010.

    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 28,617 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $1,755,344.

    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 28,633 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,795,001.

    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).