Compound Planning, Inc.: EMXC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on EMXC, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 73,777 EMXC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 73,777 sharesChange vs previous 13F +35 shares
0.2% of the 13F portfolio, value $7,547,406.
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 73,742 sharesChange vs previous 13F -4,102 shares
0.18% of the 13F portfolio, value $5,800,521.
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 77,844 sharesChange vs previous 13F -2,500 shares
0.17% of the 13F portfolio, value $5,657,670.
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 80,344 sharesChange vs previous 13F -345,072 shares
0.18% of the 13F portfolio, value $5,424,046.
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 425,416 sharesChange vs previous 13F +12,487 shares
1.02% of the 13F portfolio, value $26,860,757.
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 412,929 sharesChange vs previous 13F +69,312 shares
1.04% of the 13F portfolio, value $22,748,233.
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 343,617 sharesChange vs previous 13F +91,613 shares
0.96% of the 13F portfolio, value $19,053,570.
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 252,004 sharesChange vs previous 13F not available
0.96% of the 13F portfolio, value $15,399,965.
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).