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Compound Planning, Inc.: DYFI position timeline

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

Compound Planning, Inc. held 496,108 DYFI 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 496,108 shares
    Change vs previous 13F +69,159 shares

    0.3% of the 13F portfolio, value $11,293,744.

    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 426,949 shares
    Change vs previous 13F -45,947 shares

    0.3% of the 13F portfolio, value $9,705,790.

    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 472,896 shares
    Change vs previous 13F -64,138 shares

    0.32% of the 13F portfolio, value $10,909,707.

    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 537,034 shares
    Change vs previous 13F +19,710 shares

    0.41% of the 13F portfolio, value $12,520,949.

    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 517,324 shares
    Change vs previous 13F +48,718 shares

    0.45% of the 13F portfolio, value $11,989,094.

    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 468,606 shares
    Change vs previous 13F +75,163 shares

    0.49% of the 13F portfolio, value $10,827,144.

    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 393,443 shares
    Change vs previous 13F +139,447 shares

    0.46% of the 13F portfolio, value $9,161,038.

    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 253,996 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,080,659.

    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).