Skip to content
Disclosery

Compound Planning, Inc.: GWW position timeline

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

Compound Planning, Inc. held 741 GWW 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 741 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $1,008,735.

    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 730 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $796,767.

    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 668 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $674,423.

    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 595 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $567,296.

    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 645 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $671,193.

    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 599 shares
    Change vs previous 13F +56 shares

    0.03% of the 13F portfolio, value $591,872.

    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 543 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $572,456.

    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 436 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $452,971.

    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).