Skip to content
Disclosery

Compound Planning, Inc.: MOAT position timeline

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

Compound Planning, Inc. held 29,775 MOAT 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 29,775 shares
    Change vs previous 13F +643 shares

    0.08% of the 13F portfolio, value $3,095,390.

    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 29,132 shares
    Change vs previous 13F -520 shares

    0.09% of the 13F portfolio, value $2,817,046.

    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 29,652 shares
    Change vs previous 13F +658 shares

    0.09% of the 13F portfolio, value $3,070,742.

    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 28,994 shares
    Change vs previous 13F -1,203 shares

    0.09% of the 13F portfolio, value $2,873,614.

    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 30,197 shares
    Change vs previous 13F +707 shares

    0.11% of the 13F portfolio, value $2,832,137.

    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 29,490 shares
    Change vs previous 13F -1,241 shares

    0.12% of the 13F portfolio, value $2,595,112.

    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 30,731 shares
    Change vs previous 13F -514 shares

    0.14% of the 13F portfolio, value $2,849,535.

    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 31,245 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,029,251.

    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).