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Disclosery

Compound Planning, Inc.: ESGV position timeline

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

Compound Planning, Inc. held 12,421 ESGV 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 12,421 shares
    Change vs previous 13F +638 shares

    0.04% of the 13F portfolio, value $1,642,500.

    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 11,783 shares
    Change vs previous 13F -795 shares

    0.04% of the 13F portfolio, value $1,322,828.

    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 12,578 shares
    Change vs previous 13F -1,014 shares

    0.04% of the 13F portfolio, value $1,521,381.

    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 13,592 shares
    Change vs previous 13F +2,795 shares

    0.05% of the 13F portfolio, value $1,609,867.

    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 10,797 shares
    Change vs previous 13F +431 shares

    0.04% of the 13F portfolio, value $1,183,783.

    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 10,366 shares
    Change vs previous 13F +3,685 shares

    0.05% of the 13F portfolio, value $1,015,350.

    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 6,681 shares
    Change vs previous 13F +3,096 shares

    0.04% of the 13F portfolio, value $700,770.

    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 3,585 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $364,415.

    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).