Compound Planning, Inc.: DOV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on DOV, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 2,177 DOV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,177 sharesChange vs previous 13F +1 shares
0.01% of the 13F portfolio, value $488,290.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,176 sharesChange vs previous 13F -162 shares
0.01% of the 13F portfolio, value $453,690.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,338 sharesChange vs previous 13F -33 shares
0.01% of the 13F portfolio, value $456,603.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,371 sharesChange vs previous 13F +219 shares
0.01% of the 13F portfolio, value $395,555.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,152 sharesChange vs previous 13F -125 shares
0.01% of the 13F portfolio, value $394,262.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,277 sharesChange vs previous 13F +291 shares
0.02% of the 13F portfolio, value $400,107.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,986 sharesChange vs previous 13F +336 shares
0.02% of the 13F portfolio, value $372,615.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,650 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $316,370.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).