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Disclosery

Compound Planning, Inc.: PBR position timeline

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

Compound Planning, Inc. held 58,132 PBR 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 58,132 shares
    Change vs previous 13F +533 shares

    0.02% of the 13F portfolio, value $939,418.

    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 57,599 shares
    Change vs previous 13F +9,184 shares

    0.04% of the 13F portfolio, value $1,195,178.

    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 48,415 shares
    Change vs previous 13F -1,652 shares

    0.02% of the 13F portfolio, value $573,721.

    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 50,067 shares
    Change vs previous 13F +8,762 shares

    0.02% of the 13F portfolio, value $633,849.

    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 41,305 shares
    Change vs previous 13F -9,010 shares

    0.02% of the 13F portfolio, value $516,731.

    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 50,315 shares
    Change vs previous 13F +4,983 shares

    0.03% of the 13F portfolio, value $721,519.

    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 45,332 shares
    Change vs previous 13F -10,450 shares

    0.03% of the 13F portfolio, value $582,972.

    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 55,782 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $803,817.

    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).