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Compound Planning, Inc.: HLN position timeline

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

Compound Planning, Inc. held 45,768 HLN 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 45,768 shares
    Change vs previous 13F -4,517 shares

    0.01% of the 13F portfolio, value $427,019.

    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 50,285 shares
    Change vs previous 13F +15,740 shares

    0.02% of the 13F portfolio, value $503,353.

    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 34,545 shares
    Change vs previous 13F +599 shares

    0.01% of the 13F portfolio, value $349,250.

    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 33,946 shares
    Change vs previous 13F -1,330 shares

    0.01% of the 13F portfolio, value $304,496.

    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 35,276 shares
    Change vs previous 13F +1,512 shares

    0.01% of the 13F portfolio, value $365,817.

    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 33,764 shares
    Change vs previous 13F -111 shares

    0.02% of the 13F portfolio, value $347,436.

    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 33,875 shares
    Change vs previous 13F +11,357 shares

    0.02% of the 13F portfolio, value $323,171.

    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 22,518 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,245.

    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).