Skip to content
Disclosery

Compound Planning, Inc.: PNC position timeline

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

Compound Planning, Inc. held 8,573 PNC 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 8,573 shares
    Change vs previous 13F +601 shares

    0.06% of the 13F portfolio, value $2,110,897.

    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 7,972 shares
    Change vs previous 13F +687 shares

    0.05% of the 13F portfolio, value $1,658,952.

    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 7,285 shares
    Change vs previous 13F +1,499 shares

    0.04% of the 13F portfolio, value $1,520,496.

    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 5,786 shares
    Change vs previous 13F +839 shares

    0.04% of the 13F portfolio, value $1,162,631.

    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 4,947 shares
    Change vs previous 13F +221 shares

    0.03% of the 13F portfolio, value $922,230.

    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 4,726 shares
    Change vs previous 13F -626 shares

    0.04% of the 13F portfolio, value $830,662.

    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 5,352 shares
    Change vs previous 13F +505 shares

    0.05% of the 13F portfolio, value $1,032,133.

    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 4,847 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $895,977.

    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).