Compound Planning, Inc.: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on RTX, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 39,678 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 39,678 sharesChange vs previous 13F +8,065 shares
0.2% of the 13F portfolio, value $7,528,182.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,613 sharesChange vs previous 13F +1,603 shares
0.19% of the 13F portfolio, value $6,098,091.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 30,010 sharesChange vs previous 13F +9,667 shares
0.16% of the 13F portfolio, value $5,503,732.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,343 sharesChange vs previous 13F +2,387 shares
0.11% of the 13F portfolio, value $3,403,878.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,956 sharesChange vs previous 13F -22,738 shares
0.1% of the 13F portfolio, value $2,621,848.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,694 sharesChange vs previous 13F +556 shares
0.25% of the 13F portfolio, value $5,390,310.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,138 sharesChange vs previous 13F +364 shares
0.23% of the 13F portfolio, value $4,644,782.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,774 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $4,819,021.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).