Skip to content
Disclosery

Compound Planning, Inc.: FLEX position timeline

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

Compound Planning, Inc. held 11,813 FLEX 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 11,813 shares
    Change vs previous 13F +302 shares

    0.05% of the 13F portfolio, value $1,914,587.

    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 11,511 shares
    Change vs previous 13F -2,142 shares

    0.02% of the 13F portfolio, value $753,532.

    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 13,653 shares
    Change vs previous 13F +409 shares

    0.02% of the 13F portfolio, value $824,934.

    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 13,244 shares
    Change vs previous 13F +496 shares

    0.02% of the 13F portfolio, value $767,774.

    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 12,748 shares
    Change vs previous 13F +2,197 shares

    0.02% of the 13F portfolio, value $636,397.

    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 10,551 shares
    Change vs previous 13F +138 shares

    0.02% of the 13F portfolio, value $349,038.

    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 10,413 shares
    Change vs previous 13F +630 shares

    0.02% of the 13F portfolio, value $399,768.

    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 9,783 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $327,057.

    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).