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Disclosery

Compound Planning, Inc.: PCG position timeline

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

Compound Planning, Inc. held 23,853 PCG 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 23,853 shares
    Change vs previous 13F +3,980 shares

    0.01% of the 13F portfolio, value $401,207.

    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 19,873 shares
    Change vs previous 13F +3,805 shares

    0.01% of the 13F portfolio, value $349,168.

    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 16,068 shares
    Change vs previous 13F +3,104 shares

    0.01% of the 13F portfolio, value $258,217.

    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 12,964 shares
    Change vs previous 13F +1,785 shares

    0.01% of the 13F portfolio, value $195,501.

    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 11,179 shares
    Change vs previous 13F +833 shares

    0.01% of the 13F portfolio, value $155,837.

    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 10,346 shares
    Change vs previous 13F -2,179 shares

    0.01% of the 13F portfolio, value $177,746.

    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 12,525 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $252,755.

    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 12,244 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $242,064.

    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).