Skip to content
Disclosery

Compound Planning, Inc.: NVDA position timeline

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

Compound Planning, Inc. held 369,170 NVDA 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 369,170 shares
    Change vs previous 13F +22,683 shares

    1.93% of the 13F portfolio, value $73,867,271.

    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 346,487 shares
    Change vs previous 13F -12,622 shares

    1.86% of the 13F portfolio, value $60,427,323.

    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 359,109 shares
    Change vs previous 13F +47,935 shares

    1.98% of the 13F portfolio, value $66,973,834.

    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 311,174 shares
    Change vs previous 13F +45,313 shares

    1.88% of the 13F portfolio, value $58,058,842.

    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 265,861 shares
    Change vs previous 13F +18,127 shares

    1.59% of the 13F portfolio, value $42,003,329.

    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 247,734 shares
    Change vs previous 13F +7,623 shares

    1.23% of the 13F portfolio, value $26,849,435.

    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 240,111 shares
    Change vs previous 13F +50,959 shares

    1.63% of the 13F portfolio, value $32,244,504.

    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 189,152 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $22,970,673.

    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).