Skip to content
Disclosery

Compound Planning, Inc.: QUAL position timeline

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

Compound Planning, Inc. held 30,445 QUAL 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 30,445 shares
    Change vs previous 13F -4,713 shares

    0.17% of the 13F portfolio, value $6,680,437.

    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 35,158 shares
    Change vs previous 13F +5,529 shares

    0.21% of the 13F portfolio, value $6,743,539.

    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 29,629 shares
    Change vs previous 13F -1,438 shares

    0.17% of the 13F portfolio, value $5,884,895.

    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 31,067 shares
    Change vs previous 13F -5,751 shares

    0.2% of the 13F portfolio, value $6,042,525.

    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 36,818 shares
    Change vs previous 13F +7,837 shares

    0.25% of the 13F portfolio, value $6,730,990.

    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 28,981 shares
    Change vs previous 13F -1,584 shares

    0.23% of the 13F portfolio, value $4,952,484.

    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 30,565 shares
    Change vs previous 13F +10,030 shares

    0.28% of the 13F portfolio, value $5,443,077.

    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 20,535 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,681,986.

    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).