Compound Planning, Inc.: NGG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on NGG, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 15,019 NGG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 15,019 sharesChange vs previous 13F +72 shares
0.03% of the 13F portfolio, value $1,244,643.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,947 sharesChange vs previous 13F +433 shares
0.04% of the 13F portfolio, value $1,264,535.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,514 sharesChange vs previous 13F +1,912 shares
0.03% of the 13F portfolio, value $1,122,682.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,602 sharesChange vs previous 13F +1,450 shares
0.03% of the 13F portfolio, value $915,810.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,152 sharesChange vs previous 13F +4,002 shares
0.03% of the 13F portfolio, value $829,787.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,150 sharesChange vs previous 13F +1,832 shares
0.02% of the 13F portfolio, value $469,082.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,318 sharesChange vs previous 13F -318 shares
0.02% of the 13F portfolio, value $316,003.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,636 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $392,668.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).