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Compound Planning, Inc.: PFN position timeline

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

Compound Planning, Inc. held 81,700 PFN 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 81,700 shares
    Change vs previous 13F +1,325 shares

    0.02% of the 13F portfolio, value $582,518.

    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 80,375 shares
    Change vs previous 13F +1,215 shares

    0.02% of the 13F portfolio, value $553,781.

    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 79,160 shares
    Change vs previous 13F +20,290 shares

    0.02% of the 13F portfolio, value $593,701.

    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 58,870 shares
    Change vs previous 13F +7,091 shares

    0.01% of the 13F portfolio, value $446,823.

    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 51,779 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $382,646.

    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 51,779 shares
    Change vs previous 13F +804 shares

    0.02% of the 13F portfolio, value $390,413.

    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 50,975 shares
    Change vs previous 13F +3,122 shares

    0.02% of the 13F portfolio, value $379,763.

    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 47,853 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $364,639.

    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).