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Disclosery

Compound Planning, Inc.: EFA position timeline

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

Compound Planning, Inc. held 66,785 EFA 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 66,785 shares
    Change vs previous 13F -2,485 shares

    0.18% of the 13F portfolio, value $6,937,633.

    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 69,270 shares
    Change vs previous 13F -1,596 shares

    0.21% of the 13F portfolio, value $6,728,126.

    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 70,866 shares
    Change vs previous 13F -2,155 shares

    0.2% of the 13F portfolio, value $6,805,199.

    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 73,021 shares
    Change vs previous 13F -2,763 shares

    0.22% of the 13F portfolio, value $6,817,940.

    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 75,784 shares
    Change vs previous 13F -4,044 shares

    0.26% of the 13F portfolio, value $6,774,288.

    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 79,828 shares
    Change vs previous 13F -15,225 shares

    0.3% of the 13F portfolio, value $6,524,315.

    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 95,053 shares
    Change vs previous 13F +22,921 shares

    0.36% of the 13F portfolio, value $7,186,958.

    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 72,132 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $6,032,405.

    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).