Skip to content
Disclosery

Compound Planning, Inc.: SLQD position timeline

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

Compound Planning, Inc. held 15,462 SLQD 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 15,462 shares
    Change vs previous 13F +3,097 shares

    0.02% of the 13F portfolio, value $778,811.

    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 12,365 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $624,299.

    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 12,365 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $626,896.

    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 12,361 shares
    Change vs previous 13F -4,095 shares

    0.02% of the 13F portfolio, value $628,292.

    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 16,456 shares
    Change vs previous 13F -239 shares

    0.03% of the 13F portfolio, value $832,514.

    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 16,695 shares
    Change vs previous 13F +4,065 shares

    0.04% of the 13F portfolio, value $839,405.

    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 12,630 shares
    Change vs previous 13F -137 shares

    0.03% of the 13F portfolio, value $628,238.

    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 12,767 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $643,859.

    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).