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Compound Planning, Inc.: LRGF position timeline

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

Compound Planning, Inc. held 781,052 LRGF 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 781,052 shares
    Change vs previous 13F +2,996 shares

    1.55% of the 13F portfolio, value $59,070,933.

    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 778,056 shares
    Change vs previous 13F -19,399 shares

    1.58% of the 13F portfolio, value $51,351,724.

    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 797,455 shares
    Change vs previous 13F -3,860 shares

    1.64% of the 13F portfolio, value $55,367,317.

    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 801,315 shares
    Change vs previous 13F +69,481 shares

    1.79% of the 13F portfolio, value $55,354,868.

    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 731,834 shares
    Change vs previous 13F +34,496 shares

    1.77% of the 13F portfolio, value $46,932,492.

    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 697,338 shares
    Change vs previous 13F +76,951 shares

    1.84% of the 13F portfolio, value $40,361,902.

    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 620,387 shares
    Change vs previous 13F +137,733 shares

    1.89% of the 13F portfolio, value $37,440,327.

    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 482,654 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $28,365,559.

    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).