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Compound Planning, Inc.: HSBC position timeline

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

Compound Planning, Inc. held 79,278 HSBC 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 79,278 shares
    Change vs previous 13F +3,403 shares

    0.2% of the 13F portfolio, value $7,538,578.

    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 75,875 shares
    Change vs previous 13F +1,241 shares

    0.19% of the 13F portfolio, value $6,258,938.

    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 74,634 shares
    Change vs previous 13F +6,099 shares

    0.17% of the 13F portfolio, value $5,871,467.

    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 68,535 shares
    Change vs previous 13F +8,114 shares

    0.16% of the 13F portfolio, value $4,864,620.

    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 60,421 shares
    Change vs previous 13F +3,747 shares

    0.14% of the 13F portfolio, value $3,673,008.

    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 56,674 shares
    Change vs previous 13F +16,082 shares

    0.15% of the 13F portfolio, value $3,254,763.

    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 40,592 shares
    Change vs previous 13F +7,490 shares

    0.1% of the 13F portfolio, value $2,007,668.

    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 33,102 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,495,876.

    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).