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
- period ended2026-06-3013F 33,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,137 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,337 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,043 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,730 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,170 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 32,146 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,673 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).