Skip to content
Disclosery

Compound Planning, Inc.: PSX position timeline

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

Compound Planning, Inc. held 6,956 PSX 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 6,956 shares
    Change vs previous 13F +909 shares

    0.03% of the 13F portfolio, value $1,175,935.

    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 6,047 shares
    Change vs previous 13F -348 shares

    0.03% of the 13F portfolio, value $1,101,623.

    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 6,395 shares
    Change vs previous 13F +208 shares

    0.02% of the 13F portfolio, value $825,160.

    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 6,187 shares
    Change vs previous 13F +683 shares

    0.03% of the 13F portfolio, value $841,490.

    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 5,504 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $656,679.

    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 5,481 shares
    Change vs previous 13F +359 shares

    0.03% of the 13F portfolio, value $676,834.

    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 5,122 shares
    Change vs previous 13F -678 shares

    0.03% of the 13F portfolio, value $583,576.

    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 5,800 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $762,467.

    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).