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Disclosery

Compound Planning, Inc.: NI position timeline

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

Compound Planning, Inc. held 13,772 NI 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 13,772 shares
    Change vs previous 13F -3,008 shares

    0.02% of the 13F portfolio, value $654,849.

    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 16,780 shares
    Change vs previous 13F +1,735 shares

    0.02% of the 13F portfolio, value $782,961.

    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 15,045 shares
    Change vs previous 13F +535 shares

    0.02% of the 13F portfolio, value $628,290.

    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 14,510 shares
    Change vs previous 13F +2,706 shares

    0.02% of the 13F portfolio, value $628,281.

    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 11,804 shares
    Change vs previous 13F +866 shares

    0.02% of the 13F portfolio, value $476,188.

    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 10,938 shares
    Change vs previous 13F +4,609 shares

    0.02% of the 13F portfolio, value $438,491.

    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 6,329 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $232,665.

    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).