Compound Planning, Inc.: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on JPST, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 30,855 JPST shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 30,855 sharesChange vs previous 13F +1,497 shares
0.04% of the 13F portfolio, value $1,560,352.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,358 sharesChange vs previous 13F -1,660 shares
0.05% of the 13F portfolio, value $1,485,829.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,018 sharesChange vs previous 13F -643 shares
0.05% of the 13F portfolio, value $1,569,184.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,661 sharesChange vs previous 13F -3,230 shares
0.05% of the 13F portfolio, value $1,606,186.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 34,891 sharesChange vs previous 13F +16,316 shares
0.07% of the 13F portfolio, value $1,768,256.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,575 sharesChange vs previous 13F +11,310 shares
0.04% of the 13F portfolio, value $940,445.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,265 sharesChange vs previous 13F +2,618 shares
0.02% of the 13F portfolio, value $365,956.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,647 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $235,784.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).