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Disclosery

Compound Planning, Inc.: PG position timeline

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

Compound Planning, Inc. held 69,303 PG 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 69,303 shares
    Change vs previous 13F +31,831 shares

    0.27% of the 13F portfolio, value $10,162,673.

    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 37,472 shares
    Change vs previous 13F -170 shares

    0.17% of the 13F portfolio, value $5,412,471.

    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 37,642 shares
    Change vs previous 13F +7,239 shares

    0.16% of the 13F portfolio, value $5,394,496.

    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 30,403 shares
    Change vs previous 13F +2,469 shares

    0.15% of the 13F portfolio, value $4,671,347.

    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 27,934 shares
    Change vs previous 13F -5,658 shares

    0.17% of the 13F portfolio, value $4,450,483.

    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 33,592 shares
    Change vs previous 13F -257 shares

    0.26% of the 13F portfolio, value $5,724,810.

    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 33,849 shares
    Change vs previous 13F +3,895 shares

    0.29% of the 13F portfolio, value $5,674,751.

    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 29,954 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,188,062.

    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).