Skip to content
Disclosery

Compound Planning, Inc.: PWZ position timeline

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

Compound Planning, Inc. held 45,611 PWZ 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 45,611 shares
    Change vs previous 13F -24,079 shares

    0.03% of the 13F portfolio, value $1,117,934.

    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 69,690 shares
    Change vs previous 13F +9,151 shares

    0.05% of the 13F portfolio, value $1,663,505.

    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 60,539 shares
    Change vs previous 13F +128 shares

    0.04% of the 13F portfolio, value $1,462,627.

    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 60,411 shares
    Change vs previous 13F -4,235 shares

    0.05% of the 13F portfolio, value $1,445,037.

    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 64,646 shares
    Change vs previous 13F +20,895 shares

    0.06% of the 13F portfolio, value $1,508,840.

    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 43,751 shares
    Change vs previous 13F +18,311 shares

    0.05% of the 13F portfolio, value $1,043,456.

    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 25,440 shares
    Change vs previous 13F +17,386 shares

    0.03% of the 13F portfolio, value $628,364.

    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 8,054 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $201,990.

    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).