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Disclosery

Compound Planning, Inc.: ORCL position timeline

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

Compound Planning, Inc. held 43,573 ORCL 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 43,573 shares
    Change vs previous 13F +23,290 shares

    0.17% of the 13F portfolio, value $6,385,596.

    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 20,283 shares
    Change vs previous 13F -2,237 shares

    0.09% of the 13F portfolio, value $2,983,821.

    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 22,520 shares
    Change vs previous 13F +43 shares

    0.13% of the 13F portfolio, value $4,389,192.

    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 22,477 shares
    Change vs previous 13F +1,755 shares

    0.2% of the 13F portfolio, value $6,321,335.

    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 20,722 shares
    Change vs previous 13F +2,971 shares

    0.17% of the 13F portfolio, value $4,530,343.

    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 17,751 shares
    Change vs previous 13F +848 shares

    0.11% of the 13F portfolio, value $2,481,715.

    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 16,903 shares
    Change vs previous 13F +2,324 shares

    0.14% of the 13F portfolio, value $2,816,717.

    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 14,579 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,484,224.

    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).