Skip to content
Disclosery

Compound Planning, Inc.: DMBS position timeline

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

Compound Planning, Inc. held 282,956 DMBS 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 282,956 shares
    Change vs previous 13F +43,471 shares

    0.36% of the 13F portfolio, value $13,890,169.

    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 239,485 shares
    Change vs previous 13F -33,443 shares

    0.36% of the 13F portfolio, value $11,825,739.

    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 272,928 shares
    Change vs previous 13F +255,512 shares

    0.4% of the 13F portfolio, value $13,552,263.

    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 17,416 shares
    Change vs previous 13F +3,119 shares

    0.03% of the 13F portfolio, value $865,227.

    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 14,297 shares
    Change vs previous 13F +2,517 shares

    0.03% of the 13F portfolio, value $701,554.

    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 11,780 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $577,809.

    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).