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Disclosery

Compound Planning, Inc.: SHOP position timeline

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

Compound Planning, Inc. held 28,597 SHOP 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 28,597 shares
    Change vs previous 13F -3,652 shares

    0.09% of the 13F portfolio, value $3,265,205.

    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 32,249 shares
    Change vs previous 13F -856 shares

    0.12% of the 13F portfolio, value $3,825,376.

    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 33,105 shares
    Change vs previous 13F +2,488 shares

    0.16% of the 13F portfolio, value $5,328,912.

    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 30,617 shares
    Change vs previous 13F +2,118 shares

    0.15% of the 13F portfolio, value $4,549,992.

    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 28,499 shares
    Change vs previous 13F +4,222 shares

    0.12% of the 13F portfolio, value $3,287,360.

    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 24,277 shares
    Change vs previous 13F +3,066 shares

    0.11% of the 13F portfolio, value $2,318,003.

    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 21,211 shares
    Change vs previous 13F +5,656 shares

    0.11% of the 13F portfolio, value $2,255,366.

    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 15,555 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,246,578.

    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).