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Disclosery

Compound Planning, Inc.: KGC position timeline

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

Compound Planning, Inc. held 9,006 KGC 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 9,006 shares
    Change vs previous 13F -23,082 shares

    0.01% of the 13F portfolio, value $212,731.

    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 32,088 shares
    Change vs previous 13F +2,842 shares

    0.03% of the 13F portfolio, value $979,311.

    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 29,246 shares
    Change vs previous 13F -2,449 shares

    0.02% of the 13F portfolio, value $823,567.

    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 31,695 shares
    Change vs previous 13F -3,016 shares

    0.03% of the 13F portfolio, value $787,620.

    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 34,711 shares
    Change vs previous 13F +3,214 shares

    0.02% of the 13F portfolio, value $542,530.

    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 31,497 shares
    Change vs previous 13F +7,845 shares

    0.02% of the 13F portfolio, value $397,182.

    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 23,652 shares
    Change vs previous 13F +1,106 shares

    0.01% of the 13F portfolio, value $219,250.

    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 22,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,032.

    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).