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Disclosery

Compound Planning, Inc.: SAP position timeline

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

Compound Planning, Inc. held 10,200 SAP 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 10,200 shares
    Change vs previous 13F +2,161 shares

    0.04% of the 13F portfolio, value $1,571,872.

    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 8,039 shares
    Change vs previous 13F -3,442 shares

    0.04% of the 13F portfolio, value $1,376,418.

    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 11,481 shares
    Change vs previous 13F -174 shares

    0.08% of the 13F portfolio, value $2,788,937.

    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 11,655 shares
    Change vs previous 13F -1,462 shares

    0.1% of the 13F portfolio, value $3,114,428.

    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 13,117 shares
    Change vs previous 13F +609 shares

    0.15% of the 13F portfolio, value $3,988,942.

    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 12,508 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $3,357,542.

    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 12,486 shares
    Change vs previous 13F +3,495 shares

    0.16% of the 13F portfolio, value $3,074,077.

    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 8,991 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,059,915.

    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).