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Compound Planning, Inc.: FCAL position timeline

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

Compound Planning, Inc. held 35,043 FCAL 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 35,043 shares
    Change vs previous 13F -8,636 shares

    0.05% of the 13F portfolio, value $1,739,954.

    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 43,679 shares
    Change vs previous 13F +1,726 shares

    0.07% of the 13F portfolio, value $2,135,467.

    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 41,953 shares
    Change vs previous 13F -3,112 shares

    0.06% of the 13F portfolio, value $2,068,581.

    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 45,065 shares
    Change vs previous 13F -3,587 shares

    0.07% of the 13F portfolio, value $2,197,820.

    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 48,652 shares
    Change vs previous 13F +7,006 shares

    0.09% of the 13F portfolio, value $2,333,816.

    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 41,646 shares
    Change vs previous 13F +6,382 shares

    0.09% of the 13F portfolio, value $2,021,480.

    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 35,264 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,740,981.

    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).