Skip to content
Disclosery

Compound Planning, Inc.: ORI position timeline

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

Compound Planning, Inc. held 9,030 ORI 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 9,030 shares
    Change vs previous 13F +284 shares

    0.01% of the 13F portfolio, value $369,512.

    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 8,746 shares
    Change vs previous 13F +583 shares

    0.01% of the 13F portfolio, value $348,959.

    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 8,163 shares
    Change vs previous 13F -319 shares

    0.01% of the 13F portfolio, value $372,537.

    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 8,482 shares
    Change vs previous 13F -323 shares

    0.01% of the 13F portfolio, value $360,243.

    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 8,805 shares
    Change vs previous 13F +307 shares

    0.01% of the 13F portfolio, value $338,468.

    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 8,498 shares
    Change vs previous 13F +784 shares

    0.02% of the 13F portfolio, value $333,291.

    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 7,714 shares
    Change vs previous 13F +302 shares

    0.01% of the 13F portfolio, value $279,176.

    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 7,412 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $262,536.

    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).