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Disclosery

Compound Planning, Inc.: FHLC position timeline

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

Compound Planning, Inc. held 6,049 FHLC 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 6,049 shares
    Change vs previous 13F +203 shares

    0.01% of the 13F portfolio, value $467,298.

    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 5,846 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $411,307.

    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 6,005 shares
    Change vs previous 13F -1,737 shares

    0.01% of the 13F portfolio, value $446,026.

    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 7,742 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $517,724.

    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 7,869 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $503,198.

    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 7,865 shares
    Change vs previous 13F -1,092 shares

    0.02% of the 13F portfolio, value $537,324.

    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 8,957 shares
    Change vs previous 13F -182 shares

    0.03% of the 13F portfolio, value $585,334.

    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 9,139 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $665,334.

    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).