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Disclosery

Compound Planning, Inc.: ROST position timeline

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

Compound Planning, Inc. held 4,790 ROST 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 4,790 shares
    Change vs previous 13F +507 shares

    0.03% of the 13F portfolio, value $1,019,577.

    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 4,283 shares
    Change vs previous 13F +1,498 shares

    0.03% of the 13F portfolio, value $927,844.

    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 2,785 shares
    Change vs previous 13F +502 shares

    0.01% of the 13F portfolio, value $501,702.

    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 2,283 shares
    Change vs previous 13F +454 shares

    0.01% of the 13F portfolio, value $347,913.

    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 1,829 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $233,346.

    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 2,006 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $256,348.

    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).