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Disclosery

Compound Planning, Inc.: FTLS position timeline

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

Compound Planning, Inc. held 11,703 FTLS 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 11,703 shares
    Change vs previous 13F -1,853 shares

    0.02% of the 13F portfolio, value $863,646.

    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 13,556 shares
    Change vs previous 13F -2,761 shares

    0.03% of the 13F portfolio, value $953,777.

    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 16,317 shares
    Change vs previous 13F -126,202 shares

    0.03% of the 13F portfolio, value $1,158,355.

    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 142,519 shares
    Change vs previous 13F -24,840 shares

    0.32% of the 13F portfolio, value $9,969,193.

    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 167,359 shares
    Change vs previous 13F +1,180 shares

    0.42% of the 13F portfolio, value $11,092,542.

    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 166,179 shares
    Change vs previous 13F +13,027 shares

    0.49% of the 13F portfolio, value $10,648,745.

    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 153,152 shares
    Change vs previous 13F +47,282 shares

    0.51% of the 13F portfolio, value $10,078,915.

    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 105,870 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,719,595.

    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).