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Disclosery

Compound Planning, Inc.: NVS position timeline

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

Compound Planning, Inc. held 30,759 NVS 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 30,759 shares
    Change vs previous 13F +181 shares

    0.13% of the 13F portfolio, value $4,820,536.

    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 30,578 shares
    Change vs previous 13F +3,544 shares

    0.14% of the 13F portfolio, value $4,670,775.

    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 27,034 shares
    Change vs previous 13F +3,695 shares

    0.11% of the 13F portfolio, value $3,727,143.

    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 23,339 shares
    Change vs previous 13F +2,699 shares

    0.1% of the 13F portfolio, value $2,993,035.

    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 20,640 shares
    Change vs previous 13F -1,121 shares

    0.09% of the 13F portfolio, value $2,497,686.

    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 21,761 shares
    Change vs previous 13F +5,828 shares

    0.11% of the 13F portfolio, value $2,425,948.

    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 15,933 shares
    Change vs previous 13F -2,458 shares

    0.08% of the 13F portfolio, value $1,550,468.

    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 18,391 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,115,366.

    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).