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Disclosery

Compound Planning, Inc.: GE position timeline

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

Compound Planning, Inc. held 14,167 GE 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 14,167 shares
    Change vs previous 13F -8,568 shares

    0.14% of the 13F portfolio, value $5,294,554.

    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 22,735 shares
    Change vs previous 13F -1,076 shares

    0.2% of the 13F portfolio, value $6,451,557.

    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 23,811 shares
    Change vs previous 13F +11,876 shares

    0.22% of the 13F portfolio, value $7,334,569.

    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 11,935 shares
    Change vs previous 13F +1,186 shares

    0.12% of the 13F portfolio, value $3,590,262.

    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 10,749 shares
    Change vs previous 13F +195 shares

    0.1% of the 13F portfolio, value $2,766,616.

    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 10,554 shares
    Change vs previous 13F -14,478 shares

    0.1% of the 13F portfolio, value $2,112,325.

    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 25,032 shares
    Change vs previous 13F -300 shares

    0.21% of the 13F portfolio, value $4,175,028.

    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 25,332 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,777,095.

    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).