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Compound Planning, Inc.: PLTR position timeline

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

Compound Planning, Inc. held 73,535 PLTR 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 73,535 shares
    Change vs previous 13F +599 shares

    0.22% of the 13F portfolio, value $8,579,374.

    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 72,936 shares
    Change vs previous 13F -12,381 shares

    0.33% of the 13F portfolio, value $10,669,136.

    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 85,317 shares
    Change vs previous 13F +1,425 shares

    0.45% of the 13F portfolio, value $15,165,149.

    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 83,892 shares
    Change vs previous 13F +1,637 shares

    0.5% of the 13F portfolio, value $15,303,606.

    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 82,255 shares
    Change vs previous 13F +42,585 shares

    0.42% of the 13F portfolio, value $11,213,064.

    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 39,670 shares
    Change vs previous 13F +13,487 shares

    0.15% of the 13F portfolio, value $3,348,108.

    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 26,183 shares
    Change vs previous 13F -4,275 shares

    0.1% of the 13F portfolio, value $1,980,251.

    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 30,458 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,133,053.

    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).