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Compound Planning, Inc.: QLTA position timeline

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

Compound Planning, Inc. held 17,777 QLTA 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 17,777 shares
    Change vs previous 13F -907 shares

    0.02% of the 13F portfolio, value $844,780.

    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 18,684 shares
    Change vs previous 13F -964 shares

    0.03% of the 13F portfolio, value $889,188.

    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 19,648 shares
    Change vs previous 13F -194 shares

    0.03% of the 13F portfolio, value $944,889.

    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 19,842 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $961,722.

    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 19,954 shares
    Change vs previous 13F -3,326 shares

    0.04% of the 13F portfolio, value $954,580.

    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 23,280 shares
    Change vs previous 13F -5,912 shares

    0.05% of the 13F portfolio, value $1,106,498.

    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 29,192 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,365,913.

    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).