Skip to content
Disclosery

Compound Planning, Inc.: HOOD position timeline

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

Compound Planning, Inc. held 480,021 HOOD 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 480,021 shares
    Change vs previous 13F +1,557 shares

    1.26% of the 13F portfolio, value $48,136,488.

    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 478,464 shares
    Change vs previous 13F -63,211 shares

    1.02% of the 13F portfolio, value $33,157,556.

    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 541,675 shares
    Change vs previous 13F +119,039 shares

    1.81% of the 13F portfolio, value $61,263,443.

    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 422,636 shares
    Change vs previous 13F +655 shares

    1.96% of the 13F portfolio, value $60,513,016.

    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 421,981 shares
    Change vs previous 13F -118,147 shares

    1.49% of the 13F portfolio, value $39,510,058.

    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 540,128 shares
    Change vs previous 13F -782 shares

    1.03% of the 13F portfolio, value $22,480,127.

    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 540,910 shares
    Change vs previous 13F +92,613 shares

    1.02% of the 13F portfolio, value $20,154,307.

    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 448,297 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $10,499,116.

    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).