Skip to content
Disclosery

Compound Planning, Inc.: O position timeline

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

Compound Planning, Inc. held 13,299 O 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 13,299 shares
    Change vs previous 13F +1,038 shares

    0.02% of the 13F portfolio, value $824,017.

    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 12,261 shares
    Change vs previous 13F +2,579 shares

    0.02% of the 13F portfolio, value $750,152.

    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 9,682 shares
    Change vs previous 13F +324 shares

    0.02% of the 13F portfolio, value $545,736.

    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 9,358 shares
    Change vs previous 13F +2,511 shares

    0.02% of the 13F portfolio, value $568,844.

    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 6,847 shares
    Change vs previous 13F -762 shares

    0.01% of the 13F portfolio, value $394,469.

    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 7,609 shares
    Change vs previous 13F +2,246 shares

    0.02% of the 13F portfolio, value $441,389.

    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 5,363 shares
    Change vs previous 13F -873 shares

    0.01% of the 13F portfolio, value $286,462.

    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 6,236 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $395,496.

    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).