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Disclosery

Compound Planning, Inc.: NFLT position timeline

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

Compound Planning, Inc. held 1,637,454 NFLT 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 1,637,454 shares
    Change vs previous 13F +162,232 shares

    0.98% of the 13F portfolio, value $37,579,567.

    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 1,475,222 shares
    Change vs previous 13F -176,107 shares

    1.04% of the 13F portfolio, value $33,561,291.

    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 1,651,329 shares
    Change vs previous 13F +80,148 shares

    1.12% of the 13F portfolio, value $38,046,622.

    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 1,571,181 shares
    Change vs previous 13F +175,945 shares

    1.17% of the 13F portfolio, value $36,239,303.

    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 1,395,236 shares
    Change vs previous 13F +150,891 shares

    1.2% of the 13F portfolio, value $31,853,249.

    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 1,244,345 shares
    Change vs previous 13F +179,536 shares

    1.28% of the 13F portfolio, value $28,084,875.

    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 1,064,809 shares
    Change vs previous 13F +389,856 shares

    1.21% of the 13F portfolio, value $23,904,967.

    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 674,953 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $15,564,424.

    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).