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Compound Planning, Inc.: QQQM position timeline

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

Compound Planning, Inc. held 5,951 QQQM 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 5,951 shares
    Change vs previous 13F +3,724 shares

    0.05% of the 13F portfolio, value $1,803,063.

    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 2,227 shares
    Change vs previous 13F +395 shares

    0.02% of the 13F portfolio, value $529,175.

    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 1,832 shares
    Change vs previous 13F +477 shares

    0.01% of the 13F portfolio, value $463,414.

    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 1,355 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $334,792.

    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 1,161 shares
    Change vs previous 13F -67 shares

    0.01% of the 13F portfolio, value $263,692.

    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 1,228 shares
    Change vs previous 13F -2,368 shares

    0.01% of the 13F portfolio, value $236,947.

    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 3,596 shares
    Change vs previous 13F +76 shares

    0.04% of the 13F portfolio, value $756,819.

    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 3,520 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $707,080.

    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).