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Compound Planning, Inc.: HMC position timeline

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

Compound Planning, Inc. held 16,857 HMC 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 16,857 shares
    Change vs previous 13F +6,553 shares

    0.01% of the 13F portfolio, value $456,985.

    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 10,304 shares
    Change vs previous 13F -9,605 shares

    0.01% of the 13F portfolio, value $250,500.

    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 19,909 shares
    Change vs previous 13F +459 shares

    0.02% of the 13F portfolio, value $586,928.

    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 19,450 shares
    Change vs previous 13F +3,192 shares

    0.02% of the 13F portfolio, value $599,058.

    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 16,258 shares
    Change vs previous 13F +567 shares

    0.02% of the 13F portfolio, value $468,717.

    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 15,691 shares
    Change vs previous 13F +7,057 shares

    0.02% of the 13F portfolio, value $425,688.

    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 8,634 shares
    Change vs previous 13F -9,050 shares

    0.01% of the 13F portfolio, value $246,491.

    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 17,684 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $561,103.

    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).