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Compound Planning, Inc.: NVO position timeline

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

Compound Planning, Inc. held 33,152 NVO 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 33,152 shares
    Change vs previous 13F +15,015 shares

    0.04% of the 13F portfolio, value $1,589,313.

    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 18,137 shares
    Change vs previous 13F -12,200 shares

    0.02% of the 13F portfolio, value $666,553.

    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 30,337 shares
    Change vs previous 13F +2,294 shares

    0.05% of the 13F portfolio, value $1,543,572.

    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 28,043 shares
    Change vs previous 13F -10,687 shares

    0.05% of the 13F portfolio, value $1,556,133.

    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 38,730 shares
    Change vs previous 13F +8,560 shares

    0.1% of the 13F portfolio, value $2,673,146.

    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 30,170 shares
    Change vs previous 13F -1,976 shares

    0.1% of the 13F portfolio, value $2,094,989.

    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 32,146 shares
    Change vs previous 13F +1,473 shares

    0.14% of the 13F portfolio, value $2,765,204.

    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 30,673 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,652,241.

    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).