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Disclosery

Compound Planning, Inc.: FOXA position timeline

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

Compound Planning, Inc. held 8,374 FOXA 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 8,374 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $436,758.

    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 8,303 shares
    Change vs previous 13F -1,949 shares

    0.01% of the 13F portfolio, value $484,862.

    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 10,252 shares
    Change vs previous 13F +126 shares

    0.02% of the 13F portfolio, value $749,147.

    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 10,126 shares
    Change vs previous 13F +561 shares

    0.02% of the 13F portfolio, value $638,575.

    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 9,565 shares
    Change vs previous 13F -973 shares

    0.02% of the 13F portfolio, value $536,037.

    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 10,538 shares
    Change vs previous 13F +1,621 shares

    0.03% of the 13F portfolio, value $596,467.

    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 8,917 shares
    Change vs previous 13F +994 shares

    0.02% of the 13F portfolio, value $433,193.

    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 7,923 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $335,385.

    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).