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Compound Planning, Inc.: NOW position timeline

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

Compound Planning, Inc. held 58,018 NOW 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 58,018 shares
    Change vs previous 13F +39,022 shares

    0.15% of the 13F portfolio, value $5,759,983.

    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 18,996 shares
    Change vs previous 13F +4,546 shares

    0.06% of the 13F portfolio, value $1,985,998.

    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 14,450 shares
    Change vs previous 13F +11,646 shares

    0.07% of the 13F portfolio, value $2,213,545.

    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 2,804 shares
    Change vs previous 13F +91 shares

    0.08% of the 13F portfolio, value $2,580,772.

    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 2,713 shares
    Change vs previous 13F +301 shares

    0.11% of the 13F portfolio, value $2,789,524.

    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 2,412 shares
    Change vs previous 13F +179 shares

    0.09% of the 13F portfolio, value $1,920,556.

    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 2,233 shares
    Change vs previous 13F +248 shares

    0.12% of the 13F portfolio, value $2,367,602.

    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 1,985 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,775,663.

    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).