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Disclosery

Compound Planning, Inc.: NWG position timeline

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

Compound Planning, Inc. held 77,411 NWG 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 77,411 shares
    Change vs previous 13F +13,204 shares

    0.04% of the 13F portfolio, value $1,364,750.

    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 64,207 shares
    Change vs previous 13F -6,903 shares

    0.03% of the 13F portfolio, value $956,685.

    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 71,110 shares
    Change vs previous 13F -25,563 shares

    0.04% of the 13F portfolio, value $1,244,426.

    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 96,673 shares
    Change vs previous 13F +3,592 shares

    0.04% of the 13F portfolio, value $1,367,927.

    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 93,081 shares
    Change vs previous 13F +44,837 shares

    0.05% of the 13F portfolio, value $1,317,100.

    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 48,244 shares
    Change vs previous 13F +3,143 shares

    0.03% of the 13F portfolio, value $575,072.

    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 45,101 shares
    Change vs previous 13F +5,055 shares

    0.02% of the 13F portfolio, value $458,681.

    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 40,046 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $374,834.

    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).