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Disclosery

Compound Planning, Inc.: OPEN position timeline

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

Compound Planning, Inc. held 88,049 OPEN 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 88,049 shares
    Change vs previous 13F +2,340 shares

    0.01% of the 13F portfolio, value $406,787.

    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 85,709 shares
    Change vs previous 13F -1,057 shares

    0.01% of the 13F portfolio, value $401,118.

    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 86,766 shares
    Change vs previous 13F -15,888 shares

    0.01% of the 13F portfolio, value $505,846.

    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 102,654 shares
    Change vs previous 13F -60,134 shares

    0.03% of the 13F portfolio, value $818,152.

    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 162,788 shares
    Change vs previous 13F -11,061 shares

    <0.01% of the 13F portfolio, value $86,766.

    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 173,849 shares
    Change vs previous 13F -5,198 shares

    0.01% of the 13F portfolio, value $177,326.

    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 179,047 shares
    Change vs previous 13F -24,036 shares

    0.01% of the 13F portfolio, value $286,475.

    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 203,083 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $406,166.

    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).