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Disclosery

Compound Planning, Inc.: PANW position timeline

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

Compound Planning, Inc. held 16,091 PANW 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 16,091 shares
    Change vs previous 13F +766 shares

    0.14% of the 13F portfolio, value $5,487,303.

    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 15,325 shares
    Change vs previous 13F -4,263 shares

    0.08% of the 13F portfolio, value $2,456,880.

    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 19,588 shares
    Change vs previous 13F +255 shares

    0.11% of the 13F portfolio, value $3,608,049.

    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 19,333 shares
    Change vs previous 13F +1,203 shares

    0.13% of the 13F portfolio, value $3,936,518.

    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 18,130 shares
    Change vs previous 13F +1,491 shares

    0.14% of the 13F portfolio, value $3,710,055.

    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 16,639 shares
    Change vs previous 13F +3,220 shares

    0.13% of the 13F portfolio, value $2,839,222.

    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 13,419 shares
    Change vs previous 13F +8,076 shares

    0.12% of the 13F portfolio, value $2,441,661.

    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 5,343 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,826,352.

    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).