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Compound Planning, Inc.: SHEL position timeline

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

Compound Planning, Inc. held 35,990 SHEL 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 35,990 shares
    Change vs previous 13F -1,519 shares

    0.07% of the 13F portfolio, value $2,790,662.

    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 37,509 shares
    Change vs previous 13F -598 shares

    0.11% of the 13F portfolio, value $3,488,351.

    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 38,107 shares
    Change vs previous 13F +662 shares

    0.08% of the 13F portfolio, value $2,800,124.

    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 37,445 shares
    Change vs previous 13F +7,865 shares

    0.09% of the 13F portfolio, value $2,678,435.

    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 29,580 shares
    Change vs previous 13F -8,913 shares

    0.08% of the 13F portfolio, value $2,082,711.

    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 38,493 shares
    Change vs previous 13F +13,602 shares

    0.13% of the 13F portfolio, value $2,820,753.

    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 24,891 shares
    Change vs previous 13F -1,671 shares

    0.08% of the 13F portfolio, value $1,559,441.

    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 26,562 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,751,759.

    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).