Skip to content
Disclosery

Compound Planning, Inc.: KKR position timeline

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

Compound Planning, Inc. held 21,869 KKR 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 21,869 shares
    Change vs previous 13F +154 shares

    0.05% of the 13F portfolio, value $2,007,157.

    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 21,715 shares
    Change vs previous 13F +4,111 shares

    0.06% of the 13F portfolio, value $2,008,648.

    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 17,604 shares
    Change vs previous 13F +7,172 shares

    0.07% of the 13F portfolio, value $2,244,171.

    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 10,432 shares
    Change vs previous 13F +548 shares

    0.04% of the 13F portfolio, value $1,355,646.

    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 9,884 shares
    Change vs previous 13F +1,491 shares

    0.05% of the 13F portfolio, value $1,314,871.

    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 8,393 shares
    Change vs previous 13F +3,362 shares

    0.04% of the 13F portfolio, value $970,316.

    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 5,031 shares
    Change vs previous 13F +449 shares

    0.04% of the 13F portfolio, value $744,136.

    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 4,582 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $598,318.

    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).