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Compound Planning, Inc.: INSM position timeline

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

Compound Planning, Inc. held 2,184 INSM 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 2,184 shares
    Change vs previous 13F -25,678 shares

    0.01% of the 13F portfolio, value $232,858.

    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 27,862 shares
    Change vs previous 13F +211 shares

    0.14% of the 13F portfolio, value $4,555,994.

    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 27,651 shares
    Change vs previous 13F +3,912 shares

    0.14% of the 13F portfolio, value $4,812,380.

    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 23,739 shares
    Change vs previous 13F +644 shares

    0.11% of the 13F portfolio, value $3,418,653.

    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 23,095 shares
    Change vs previous 13F -2,331 shares

    0.09% of the 13F portfolio, value $2,324,281.

    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 25,426 shares
    Change vs previous 13F +652 shares

    0.09% of the 13F portfolio, value $1,939,750.

    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 24,774 shares
    Change vs previous 13F +1,526 shares

    0.09% of the 13F portfolio, value $1,710,397.

    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 23,248 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,697,104.

    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).