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Compound Planning, Inc.: SPBO position timeline

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

Compound Planning, Inc. held 47,574 SPBO 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 47,574 shares
    Change vs previous 13F -5,049 shares

    0.04% of the 13F portfolio, value $1,381,549.

    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 52,623 shares
    Change vs previous 13F +26,901 shares

    0.05% of the 13F portfolio, value $1,527,637.

    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 25,722 shares
    Change vs previous 13F +3,978 shares

    0.02% of the 13F portfolio, value $754,684.

    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 21,744 shares
    Change vs previous 13F -4,594 shares

    0.02% of the 13F portfolio, value $644,275.

    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 26,338 shares
    Change vs previous 13F +4,334 shares

    0.03% of the 13F portfolio, value $769,601.

    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 22,004 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $638,788.

    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).