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Disclosery

Compound Planning, Inc.: HDB position timeline

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

Compound Planning, Inc. held 27,396 HDB 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 27,396 shares
    Change vs previous 13F +11,651 shares

    0.02% of the 13F portfolio, value $707,634.

    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 15,745 shares
    Change vs previous 13F -45,344 shares

    0.01% of the 13F portfolio, value $391,731.

    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 61,089 shares
    Change vs previous 13F +6,034 shares

    0.07% of the 13F portfolio, value $2,232,185.

    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 55,055 shares
    Change vs previous 13F +30,198 shares

    0.06% of the 13F portfolio, value $1,880,672.

    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 24,857 shares
    Change vs previous 13F +6,422 shares

    0.07% of the 13F portfolio, value $1,905,786.

    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 18,435 shares
    Change vs previous 13F +720 shares

    0.06% of the 13F portfolio, value $1,224,821.

    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 17,715 shares
    Change vs previous 13F +4,152 shares

    0.06% of the 13F portfolio, value $1,131,280.

    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 13,563 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $848,501.

    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).