Skip to content
Disclosery

Compound Planning, Inc.: L position timeline

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

Compound Planning, Inc. held 6,825 L 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 6,825 shares
    Change vs previous 13F +36 shares

    0.02% of the 13F portfolio, value $772,688.

    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 6,789 shares
    Change vs previous 13F +437 shares

    0.02% of the 13F portfolio, value $724,679.

    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 6,352 shares
    Change vs previous 13F +381 shares

    0.02% of the 13F portfolio, value $668,940.

    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 5,971 shares
    Change vs previous 13F +485 shares

    0.02% of the 13F portfolio, value $599,436.

    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 5,486 shares
    Change vs previous 13F +635 shares

    0.02% of the 13F portfolio, value $502,851.

    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 4,851 shares
    Change vs previous 13F +520 shares

    0.02% of the 13F portfolio, value $445,857.

    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 4,331 shares
    Change vs previous 13F +220 shares

    0.02% of the 13F portfolio, value $366,794.

    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 4,111 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $324,975.

    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).