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Disclosery

Compound Planning, Inc.: DIS position timeline

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

Compound Planning, Inc. held 31,103 DIS 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 31,103 shares
    Change vs previous 13F +1,208 shares

    0.08% of the 13F portfolio, value $2,993,716.

    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 29,895 shares
    Change vs previous 13F -3,725 shares

    0.09% of the 13F portfolio, value $2,881,282.

    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 33,620 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $3,824,890.

    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 33,626 shares
    Change vs previous 13F +3,774 shares

    0.12% of the 13F portfolio, value $3,850,137.

    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 29,852 shares
    Change vs previous 13F -95 shares

    0.14% of the 13F portfolio, value $3,701,896.

    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 29,947 shares
    Change vs previous 13F -6 shares

    0.13% of the 13F portfolio, value $2,955,749.

    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 29,953 shares
    Change vs previous 13F +4,638 shares

    0.17% of the 13F portfolio, value $3,335,237.

    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 25,315 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,435,069.

    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).