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Disclosery

Compound Planning, Inc.: SE position timeline

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

Compound Planning, Inc. held 3,719 SE 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 3,719 shares
    Change vs previous 13F +858 shares

    0.01% of the 13F portfolio, value $356,423.

    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 2,861 shares
    Change vs previous 13F -1,335 shares

    0.01% of the 13F portfolio, value $236,947.

    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 4,196 shares
    Change vs previous 13F -287 shares

    0.02% of the 13F portfolio, value $535,326.

    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 4,483 shares
    Change vs previous 13F +476 shares

    0.03% of the 13F portfolio, value $801,306.

    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 4,007 shares
    Change vs previous 13F -2,852 shares

    0.02% of the 13F portfolio, value $640,933.

    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 6,859 shares
    Change vs previous 13F +3,809 shares

    0.04% of the 13F portfolio, value $895,076.

    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 3,050 shares
    Change vs previous 13F +905 shares

    0.02% of the 13F portfolio, value $323,640.

    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 2,145 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,262.

    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).