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Disclosery

Compound Planning, Inc.: EFG position timeline

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

Compound Planning, Inc. held 28,970 EFG 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 28,970 shares
    Change vs previous 13F +7,480 shares

    0.09% of the 13F portfolio, value $3,604,495.

    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 21,490 shares
    Change vs previous 13F +2,234 shares

    0.07% of the 13F portfolio, value $2,393,392.

    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 19,256 shares
    Change vs previous 13F -7,008 shares

    0.06% of the 13F portfolio, value $2,193,621.

    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 26,264 shares
    Change vs previous 13F +3,379 shares

    0.1% of the 13F portfolio, value $2,990,991.

    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 22,885 shares
    Change vs previous 13F -4,845 shares

    0.1% of the 13F portfolio, value $2,563,152.

    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 27,730 shares
    Change vs previous 13F +17,886 shares

    0.13% of the 13F portfolio, value $2,773,048.

    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 9,844 shares
    Change vs previous 13F +1,549 shares

    0.05% of the 13F portfolio, value $953,150.

    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 8,295 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $892,988.

    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).