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Compound Planning, Inc.: LLY position timeline

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

Compound Planning, Inc. held 10,900 LLY 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 10,900 shares
    Change vs previous 13F +963 shares

    0.34% of the 13F portfolio, value $13,073,573.

    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 9,937 shares
    Change vs previous 13F -292 shares

    0.28% of the 13F portfolio, value $9,139,837.

    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 10,229 shares
    Change vs previous 13F +1,514 shares

    0.32% of the 13F portfolio, value $10,992,798.

    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 8,715 shares
    Change vs previous 13F +564 shares

    0.22% of the 13F portfolio, value $6,649,774.

    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 8,151 shares
    Change vs previous 13F +8 shares

    0.24% of the 13F portfolio, value $6,353,643.

    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 8,143 shares
    Change vs previous 13F +1,904 shares

    0.31% of the 13F portfolio, value $6,724,981.

    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 6,239 shares
    Change vs previous 13F +845 shares

    0.24% of the 13F portfolio, value $4,816,369.

    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 5,394 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,778,434.

    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).