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Disclosery

Compound Planning, Inc.: FTNT position timeline

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

Compound Planning, Inc. held 28,846 FTNT 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 28,846 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $4,431,386.

    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 28,492 shares
    Change vs previous 13F +12,364 shares

    0.07% of the 13F portfolio, value $2,328,399.

    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 16,128 shares
    Change vs previous 13F +4,993 shares

    0.04% of the 13F portfolio, value $1,280,757.

    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 11,135 shares
    Change vs previous 13F -1,661 shares

    0.03% of the 13F portfolio, value $936,265.

    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 12,796 shares
    Change vs previous 13F +242 shares

    0.05% of the 13F portfolio, value $1,352,822.

    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 12,554 shares
    Change vs previous 13F +3,069 shares

    0.06% of the 13F portfolio, value $1,208,417.

    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 9,485 shares
    Change vs previous 13F +1,326 shares

    0.05% of the 13F portfolio, value $896,143.

    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 8,159 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $632,730.

    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).