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Disclosery

Compound Planning, Inc.: KVUE position timeline

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

Compound Planning, Inc. held 11,757 KVUE 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 11,757 shares
    Change vs previous 13F +1,077 shares

    0.01% of the 13F portfolio, value $224,671.

    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 10,680 shares
    Change vs previous 13F +10,680 shares

    0.01% of the 13F portfolio, value $184,123.

    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 0 shares
    Change vs previous 13F -17,915 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 17,915 shares
    Change vs previous 13F +1,730 shares

    0.01% of the 13F portfolio, value $290,768.

    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 16,185 shares
    Change vs previous 13F -58 shares

    0.01% of the 13F portfolio, value $338,760.

    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 16,243 shares
    Change vs previous 13F +4,513 shares

    0.02% of the 13F portfolio, value $389,518.

    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 11,730 shares
    Change vs previous 13F +2,571 shares

    0.01% of the 13F portfolio, value $250,440.

    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 9,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $211,842.

    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).