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Disclosery

Compound Planning, Inc.: PSLV position timeline

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

Compound Planning, Inc. held 120,388 PSLV 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 120,388 shares
    Change vs previous 13F +5,831 shares

    0.06% of the 13F portfolio, value $2,271,719.

    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 114,557 shares
    Change vs previous 13F +71 shares

    0.09% of the 13F portfolio, value $2,794,056.

    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 114,486 shares
    Change vs previous 13F -1,134 shares

    0.08% of the 13F portfolio, value $2,707,604.

    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 115,620 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,815,241.

    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 115,620 shares
    Change vs previous 13F +2,415 shares

    0.05% of the 13F portfolio, value $1,415,194.

    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 113,205 shares
    Change vs previous 13F +7,738 shares

    0.06% of the 13F portfolio, value $1,313,183.

    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 105,467 shares
    Change vs previous 13F +81,573 shares

    0.05% of the 13F portfolio, value $1,017,761.

    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 23,894 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $249,690.

    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).