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Disclosery

Compound Planning, Inc.: QQQ position timeline

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

Compound Planning, Inc. held 28,922 QQQ 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 28,922 shares
    Change vs previous 13F -932 shares

    0.56% of the 13F portfolio, value $21,298,360.

    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 29,854 shares
    Change vs previous 13F +1,611 shares

    0.53% of the 13F portfolio, value $17,231,367.

    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 28,243 shares
    Change vs previous 13F -3,951 shares

    0.51% of the 13F portfolio, value $17,350,367.

    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 32,194 shares
    Change vs previous 13F +191 shares

    0.63% of the 13F portfolio, value $19,328,586.

    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 32,003 shares
    Change vs previous 13F +779 shares

    0.67% of the 13F portfolio, value $17,654,234.

    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 31,224 shares
    Change vs previous 13F +6,457 shares

    0.67% of the 13F portfolio, value $14,641,367.

    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 24,767 shares
    Change vs previous 13F +5,122 shares

    0.64% of the 13F portfolio, value $12,661,702.

    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 19,645 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $9,588,334.

    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).