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Disclosery

Compound Planning, Inc.: RY position timeline

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

Compound Planning, Inc. held 22,798 RY 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 22,798 shares
    Change vs previous 13F +1,007 shares

    0.12% of the 13F portfolio, value $4,718,552.

    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 21,791 shares
    Change vs previous 13F +322 shares

    0.11% of the 13F portfolio, value $3,525,330.

    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 21,469 shares
    Change vs previous 13F +1,652 shares

    0.11% of the 13F portfolio, value $3,660,177.

    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 19,817 shares
    Change vs previous 13F +2,475 shares

    0.09% of the 13F portfolio, value $2,919,479.

    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 17,342 shares
    Change vs previous 13F +4,824 shares

    0.09% of the 13F portfolio, value $2,281,340.

    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 12,518 shares
    Change vs previous 13F -1,938 shares

    0.06% of the 13F portfolio, value $1,410,998.

    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 14,456 shares
    Change vs previous 13F +1,597 shares

    0.09% of the 13F portfolio, value $1,742,146.

    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 12,859 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,603,926.

    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).