Skip to content
Disclosery

Compound Planning, Inc.: PFE position timeline

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

Compound Planning, Inc. held 242,706 PFE 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 242,706 shares
    Change vs previous 13F +159,955 shares

    0.15% of the 13F portfolio, value $5,844,382.

    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 82,751 shares
    Change vs previous 13F +12,196 shares

    0.07% of the 13F portfolio, value $2,323,657.

    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 70,555 shares
    Change vs previous 13F +18,483 shares

    0.05% of the 13F portfolio, value $1,756,824.

    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 52,072 shares
    Change vs previous 13F +14,132 shares

    0.04% of the 13F portfolio, value $1,326,800.

    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 37,940 shares
    Change vs previous 13F -6,288 shares

    0.03% of the 13F portfolio, value $919,669.

    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 44,228 shares
    Change vs previous 13F +10,941 shares

    0.05% of the 13F portfolio, value $1,120,734.

    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 33,287 shares
    Change vs previous 13F -9,146 shares

    0.04% of the 13F portfolio, value $883,098.

    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 42,433 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,228,005.

    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).