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Compound Planning, Inc.: NIO position timeline

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

Compound Planning, Inc. held 59,312 NIO 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 59,312 shares
    Change vs previous 13F -3,726 shares

    0.01% of the 13F portfolio, value $300,119.

    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 63,038 shares
    Change vs previous 13F +21,589 shares

    0.01% of the 13F portfolio, value $380,119.

    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 41,449 shares
    Change vs previous 13F +4,721 shares

    0.01% of the 13F portfolio, value $211,390.

    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 36,728 shares
    Change vs previous 13F +14,934 shares

    0.01% of the 13F portfolio, value $279,867.

    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 21,794 shares
    Change vs previous 13F -11,952 shares

    <0.01% of the 13F portfolio, value $74,753.

    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 33,746 shares
    Change vs previous 13F +6,865 shares

    0.01% of the 13F portfolio, value $128,572.

    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 26,881 shares
    Change vs previous 13F +7,554 shares

    0.01% of the 13F portfolio, value $117,201.

    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 19,327 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $129,104.

    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).