Compound Planning, Inc.: PALL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on PALL, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 13,330 PALL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 13,330 sharesChange vs previous 13F +10,678 shares
0.01% of the 13F portfolio, value $294,326.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,652 sharesChange vs previous 13F +232 shares
0.01% of the 13F portfolio, value $357,251.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,420 sharesChange vs previous 13F -135 shares
0.01% of the 13F portfolio, value $351,820.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,555 sharesChange vs previous 13F +565 shares
0.01% of the 13F portfolio, value $291,704.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,990 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $200,214.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).