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Disclosery

Compound Planning, Inc.: ROE position timeline

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

Compound Planning, Inc. held 37,256 ROE 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 37,256 shares
    Change vs previous 13F +46 shares

    0.04% of the 13F portfolio, value $1,588,206.

    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 37,210 shares
    Change vs previous 13F +15,750 shares

    0.04% of the 13F portfolio, value $1,318,363.

    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 21,460 shares
    Change vs previous 13F -2,200 shares

    0.02% of the 13F portfolio, value $756,894.

    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 23,660 shares
    Change vs previous 13F -4,211 shares

    0.03% of the 13F portfolio, value $818,016.

    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 27,871 shares
    Change vs previous 13F +501 shares

    0.03% of the 13F portfolio, value $897,725.

    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 27,370 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $801,120.

    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).