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Compound Planning, Inc.: GOOG position timeline

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

Compound Planning, Inc. held 224,304 GOOG 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 224,304 shares
    Change vs previous 13F +4,518 shares

    2.07% of the 13F portfolio, value $79,253,515.

    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 219,786 shares
    Change vs previous 13F -19,180 shares

    1.94% of the 13F portfolio, value $63,047,825.

    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 238,966 shares
    Change vs previous 13F +22,275 shares

    2.22% of the 13F portfolio, value $74,987,422.

    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 216,691 shares
    Change vs previous 13F +23,581 shares

    1.71% of the 13F portfolio, value $52,775,091.

    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 193,110 shares
    Change vs previous 13F +5,808 shares

    1.3% of the 13F portfolio, value $34,255,764.

    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 187,302 shares
    Change vs previous 13F -9,490 shares

    1.34% of the 13F portfolio, value $29,262,169.

    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 196,792 shares
    Change vs previous 13F +77,269 shares

    1.89% of the 13F portfolio, value $37,477,105.

    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 119,523 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $19,983,092.

    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).