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Disclosery

Compound Planning, Inc.: RL position timeline

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

Compound Planning, Inc. held 1,893 RL 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 1,893 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $759,882.

    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 1,949 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $670,446.

    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 1,825 shares
    Change vs previous 13F +139 shares

    0.02% of the 13F portfolio, value $645,345.

    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 1,686 shares
    Change vs previous 13F +79 shares

    0.02% of the 13F portfolio, value $528,665.

    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 1,607 shares
    Change vs previous 13F +62 shares

    0.02% of the 13F portfolio, value $440,768.

    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 1,545 shares
    Change vs previous 13F +271 shares

    0.02% of the 13F portfolio, value $341,043.

    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 1,274 shares
    Change vs previous 13F +88 shares

    0.01% of the 13F portfolio, value $294,211.

    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 1,186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,930.

    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).