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Compound Planning, Inc.: NU position timeline

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

Compound Planning, Inc. held 44,475 NU 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 44,475 shares
    Change vs previous 13F -7,777 shares

    0.02% of the 13F portfolio, value $594,186.

    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 52,252 shares
    Change vs previous 13F -14,989 shares

    0.02% of the 13F portfolio, value $750,861.

    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 67,241 shares
    Change vs previous 13F +11,272 shares

    0.03% of the 13F portfolio, value $1,125,615.

    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 55,969 shares
    Change vs previous 13F +2,381 shares

    0.03% of the 13F portfolio, value $896,064.

    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 53,588 shares
    Change vs previous 13F +16,053 shares

    0.03% of the 13F portfolio, value $735,227.

    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 37,535 shares
    Change vs previous 13F -274 shares

    0.02% of the 13F portfolio, value $384,358.

    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 37,809 shares
    Change vs previous 13F -4,989 shares

    0.02% of the 13F portfolio, value $391,701.

    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 42,798 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $584,193.

    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).