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Disclosery

Compound Planning, Inc.: RCL position timeline

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

Compound Planning, Inc. held 11,255 RCL 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 11,255 shares
    Change vs previous 13F -540 shares

    0.09% of the 13F portfolio, value $3,573,752.

    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 11,795 shares
    Change vs previous 13F +673 shares

    0.1% of the 13F portfolio, value $3,245,777.

    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 11,122 shares
    Change vs previous 13F +7,257 shares

    0.09% of the 13F portfolio, value $3,102,282.

    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 3,865 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $1,250,678.

    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 3,370 shares
    Change vs previous 13F +197 shares

    0.04% of the 13F portfolio, value $1,055,247.

    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 3,173 shares
    Change vs previous 13F +367 shares

    0.03% of the 13F portfolio, value $651,954.

    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 2,806 shares
    Change vs previous 13F +204 shares

    0.03% of the 13F portfolio, value $647,317.

    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 2,602 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $461,491.

    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).