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Disclosery

Compound Planning, Inc.: SAN position timeline

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

Compound Planning, Inc. held 283,998 SAN 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 283,998 shares
    Change vs previous 13F +21,517 shares

    0.1% of the 13F portfolio, value $3,919,167.

    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 262,481 shares
    Change vs previous 13F +9,355 shares

    0.09% of the 13F portfolio, value $2,960,782.

    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 253,126 shares
    Change vs previous 13F +27,247 shares

    0.09% of the 13F portfolio, value $2,969,168.

    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 225,879 shares
    Change vs previous 13F +31,751 shares

    0.08% of the 13F portfolio, value $2,367,213.

    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 194,128 shares
    Change vs previous 13F +29,146 shares

    0.06% of the 13F portfolio, value $1,611,263.

    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 164,982 shares
    Change vs previous 13F +37,498 shares

    0.05% of the 13F portfolio, value $1,105,381.

    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 127,484 shares
    Change vs previous 13F -24,446 shares

    0.03% of the 13F portfolio, value $581,328.

    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 151,930 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $774,843.

    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).