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Compound Planning, Inc.: QYLD position timeline

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

Compound Planning, Inc. held 66,637 QYLD 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 66,637 shares
    Change vs previous 13F +8,615 shares

    0.03% of the 13F portfolio, value $1,228,114.

    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 58,022 shares
    Change vs previous 13F -26,051 shares

    0.03% of the 13F portfolio, value $995,076.

    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 84,073 shares
    Change vs previous 13F +7,273 shares

    0.04% of the 13F portfolio, value $1,485,569.

    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 76,800 shares
    Change vs previous 13F +2,727 shares

    0.04% of the 13F portfolio, value $1,306,367.

    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 74,073 shares
    Change vs previous 13F -9,137 shares

    0.05% of the 13F portfolio, value $1,238,497.

    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 83,210 shares
    Change vs previous 13F +3,240 shares

    0.06% of the 13F portfolio, value $1,383,778.

    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 79,970 shares
    Change vs previous 13F -494 shares

    0.07% of the 13F portfolio, value $1,457,060.

    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 80,464 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,451,573.

    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).