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Disclosery

Compound Planning, Inc.: PFGC position timeline

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

Compound Planning, Inc. held 4,466 PFGC 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 4,466 shares
    Change vs previous 13F +404 shares

    0.01% of the 13F portfolio, value $499,254.

    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 4,062 shares
    Change vs previous 13F -166 shares

    0.01% of the 13F portfolio, value $347,951.

    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 4,228 shares
    Change vs previous 13F +332 shares

    0.01% of the 13F portfolio, value $380,181.

    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 3,896 shares
    Change vs previous 13F +453 shares

    0.01% of the 13F portfolio, value $405,340.

    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 3,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $301,159.

    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).