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Compound Planning, Inc.: ESGU position timeline

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

Compound Planning, Inc. held 26,401 ESGU 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 26,401 shares
    Change vs previous 13F +6,026 shares

    0.11% of the 13F portfolio, value $4,321,002.

    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 20,375 shares
    Change vs previous 13F +3,590 shares

    0.09% of the 13F portfolio, value $2,881,493.

    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 16,785 shares
    Change vs previous 13F +1,946 shares

    0.07% of the 13F portfolio, value $2,500,655.

    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 14,839 shares
    Change vs previous 13F +520 shares

    0.07% of the 13F portfolio, value $2,160,602.

    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 14,319 shares
    Change vs previous 13F +177 shares

    0.07% of the 13F portfolio, value $1,937,314.

    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 14,142 shares
    Change vs previous 13F -3,395 shares

    0.08% of the 13F portfolio, value $1,724,100.

    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 17,537 shares
    Change vs previous 13F +2,186 shares

    0.11% of the 13F portfolio, value $2,259,142.

    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 15,351 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,936,980.

    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).