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Disclosery

Compound Planning, Inc.: DLS position timeline

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

Compound Planning, Inc. held 90,795 DLS 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 90,795 shares
    Change vs previous 13F +7,648 shares

    0.2% of the 13F portfolio, value $7,607,686.

    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 83,147 shares
    Change vs previous 13F -2,254 shares

    0.21% of the 13F portfolio, value $6,776,515.

    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 85,401 shares
    Change vs previous 13F -7,023 shares

    0.2% of the 13F portfolio, value $6,918,343.

    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 92,424 shares
    Change vs previous 13F +6,262 shares

    0.24% of the 13F portfolio, value $7,348,615.

    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 86,162 shares
    Change vs previous 13F -779 shares

    0.24% of the 13F portfolio, value $6,471,625.

    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 86,941 shares
    Change vs previous 13F +11,481 shares

    0.26% of the 13F portfolio, value $5,738,309.

    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 75,460 shares
    Change vs previous 13F +20,136 shares

    0.24% of the 13F portfolio, value $4,750,201.

    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 55,324 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,820,088.

    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).