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Compound Planning, Inc.: ERIC position timeline

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

Compound Planning, Inc. held 60,449 ERIC 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 60,449 shares
    Change vs previous 13F +3,123 shares

    0.02% of the 13F portfolio, value $674,008.

    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 57,326 shares
    Change vs previous 13F +11,729 shares

    0.02% of the 13F portfolio, value $646,061.

    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 45,597 shares
    Change vs previous 13F +8,487 shares

    0.01% of the 13F portfolio, value $440,009.

    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 37,110 shares
    Change vs previous 13F -601 shares

    0.01% of the 13F portfolio, value $306,902.

    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 37,711 shares
    Change vs previous 13F -3,829 shares

    0.01% of the 13F portfolio, value $319,791.

    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 41,540 shares
    Change vs previous 13F +1,288 shares

    0.01% of the 13F portfolio, value $322,350.

    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 40,252 shares
    Change vs previous 13F +6,442 shares

    0.02% of the 13F portfolio, value $324,431.

    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 33,810 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $256,280.

    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).