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Disclosery

Compound Planning, Inc.: META position timeline

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

Compound Planning, Inc. held 69,044 META 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 69,044 shares
    Change vs previous 13F -13 shares

    1.02% of the 13F portfolio, value $38,891,368.

    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 69,057 shares
    Change vs previous 13F -3,458 shares

    1.22% of the 13F portfolio, value $39,509,310.

    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 72,515 shares
    Change vs previous 13F -3,188 shares

    1.42% of the 13F portfolio, value $47,866,220.

    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 75,703 shares
    Change vs previous 13F +6,328 shares

    1.8% of the 13F portfolio, value $55,594,413.

    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 69,375 shares
    Change vs previous 13F -4,331 shares

    1.94% of the 13F portfolio, value $51,205,029.

    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 73,706 shares
    Change vs previous 13F +7,781 shares

    1.94% of the 13F portfolio, value $42,481,038.

    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 65,925 shares
    Change vs previous 13F +4,122 shares

    1.95% of the 13F portfolio, value $38,599,875.

    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 61,803 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $35,378,565.

    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).