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Disclosery

Compound Planning, Inc.: FLOT position timeline

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

Compound Planning, Inc. held 38,743 FLOT 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 38,743 shares
    Change vs previous 13F -109,630 shares

    0.05% of the 13F portfolio, value $1,977,805.

    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 148,373 shares
    Change vs previous 13F +9,640 shares

    0.23% of the 13F portfolio, value $7,559,583.

    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 138,733 shares
    Change vs previous 13F +8,243 shares

    0.21% of the 13F portfolio, value $7,055,972.

    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 130,490 shares
    Change vs previous 13F -4,720 shares

    0.22% of the 13F portfolio, value $6,666,100.

    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 135,210 shares
    Change vs previous 13F +15,977 shares

    0.26% of the 13F portfolio, value $6,898,403.

    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 119,233 shares
    Change vs previous 13F +7,280 shares

    0.28% of the 13F portfolio, value $6,086,851.

    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 111,953 shares
    Change vs previous 13F +31,098 shares

    0.29% of the 13F portfolio, value $5,696,151.

    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 80,855 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,126,827.

    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).