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Compound Planning, Inc.: PPA position timeline

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

Compound Planning, Inc. held 9,358 PPA 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 9,358 shares
    Change vs previous 13F -103 shares

    0.04% of the 13F portfolio, value $1,653,209.

    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 9,461 shares
    Change vs previous 13F -232 shares

    0.05% of the 13F portfolio, value $1,567,813.

    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 9,693 shares
    Change vs previous 13F -414 shares

    0.04% of the 13F portfolio, value $1,518,230.

    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 10,107 shares
    Change vs previous 13F -1,145 shares

    0.05% of the 13F portfolio, value $1,571,129.

    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 11,252 shares
    Change vs previous 13F +112 shares

    0.06% of the 13F portfolio, value $1,594,229.

    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 11,140 shares
    Change vs previous 13F +1,637 shares

    0.06% of the 13F portfolio, value $1,298,393.

    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 9,503 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,090,324.

    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).