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Disclosery

Compound Planning, Inc.: JLS position timeline

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

Compound Planning, Inc. held 41,876 JLS 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 41,876 shares
    Change vs previous 13F +267 shares

    0.02% of the 13F portfolio, value $731,907.

    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 41,609 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $754,363.

    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 41,705 shares
    Change vs previous 13F +28,863 shares

    0.02% of the 13F portfolio, value $758,617.

    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 12,842 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $240,411.

    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 12,552 shares
    Change vs previous 13F +1,841 shares

    0.01% of the 13F portfolio, value $235,221.

    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 10,711 shares
    Change vs previous 13F +524 shares

    0.01% of the 13F portfolio, value $201,046.

    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 10,187 shares
    Change vs previous 13F -202 shares

    0.01% of the 13F portfolio, value $183,360.

    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 10,389 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $191,477.

    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).