Skip to content
Disclosery

Compound Planning, Inc.: F position timeline

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

Compound Planning, Inc. held 63,030 F 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 63,030 shares
    Change vs previous 13F +2,487 shares

    0.02% of the 13F portfolio, value $876,118.

    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 60,543 shares
    Change vs previous 13F -6,395 shares

    0.02% of the 13F portfolio, value $698,663.

    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 66,938 shares
    Change vs previous 13F +13,839 shares

    0.03% of the 13F portfolio, value $878,215.

    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 53,099 shares
    Change vs previous 13F +7,228 shares

    0.02% of the 13F portfolio, value $635,065.

    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 45,871 shares
    Change vs previous 13F +6,026 shares

    0.02% of the 13F portfolio, value $497,704.

    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 39,845 shares
    Change vs previous 13F +20,415 shares

    0.02% of the 13F portfolio, value $399,642.

    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 19,430 shares
    Change vs previous 13F -10,675 shares

    0.01% of the 13F portfolio, value $192,359.

    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 30,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $317,907.

    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).