Skip to content
Disclosery

Compound Planning, Inc.: SLYV position timeline

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

Compound Planning, Inc. held 5,055 SLYV 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 5,055 shares
    Change vs previous 13F -784 shares

    0.01% of the 13F portfolio, value $551,590.

    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 5,839 shares
    Change vs previous 13F +1,126 shares

    0.02% of the 13F portfolio, value $552,247.

    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 4,713 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $428,698.

    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 4,890 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $433,501.

    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 4,786 shares
    Change vs previous 13F -299 shares

    0.01% of the 13F portfolio, value $381,719.

    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 5,085 shares
    Change vs previous 13F +369 shares

    0.02% of the 13F portfolio, value $398,681.

    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 4,716 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,496.

    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).