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Disclosery

Compound Planning, Inc.: GS position timeline

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

Compound Planning, Inc. held 8,829 GS 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 8,829 shares
    Change vs previous 13F +662 shares

    0.23% of the 13F portfolio, value $8,929,457.

    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 8,167 shares
    Change vs previous 13F -411 shares

    0.21% of the 13F portfolio, value $6,908,964.

    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 8,578 shares
    Change vs previous 13F +612 shares

    0.22% of the 13F portfolio, value $7,540,190.

    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 7,966 shares
    Change vs previous 13F +502 shares

    0.21% of the 13F portfolio, value $6,343,932.

    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 7,464 shares
    Change vs previous 13F -3,765 shares

    0.2% of the 13F portfolio, value $5,282,396.

    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 11,229 shares
    Change vs previous 13F -197 shares

    0.28% of the 13F portfolio, value $6,134,026.

    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 11,426 shares
    Change vs previous 13F +301 shares

    0.33% of the 13F portfolio, value $6,542,580.

    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 11,125 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,508,069.

    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).