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Compound Planning, Inc.: SONY position timeline

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

Compound Planning, Inc. held 106,076 SONY 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 106,076 shares
    Change vs previous 13F +7,899 shares

    0.06% of the 13F portfolio, value $2,127,875.

    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 98,177 shares
    Change vs previous 13F -18,301 shares

    0.06% of the 13F portfolio, value $2,032,270.

    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 116,478 shares
    Change vs previous 13F +6,521 shares

    0.09% of the 13F portfolio, value $2,981,843.

    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 109,957 shares
    Change vs previous 13F +9,169 shares

    0.1% of the 13F portfolio, value $3,165,665.

    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 100,788 shares
    Change vs previous 13F +3,529 shares

    0.1% of the 13F portfolio, value $2,623,514.

    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 97,259 shares
    Change vs previous 13F +15,336 shares

    0.11% of the 13F portfolio, value $2,469,406.

    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 81,923 shares
    Change vs previous 13F +68,064 shares

    0.09% of the 13F portfolio, value $1,733,491.

    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 13,859 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,338,364.

    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).