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Disclosery

Compound Planning, Inc.: SPD position timeline

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

Compound Planning, Inc. held 19,952 SPD 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 19,952 shares
    Change vs previous 13F -14,607 shares

    0.02% of the 13F portfolio, value $827,609.

    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 34,559 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,256,875.

    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 34,559 shares
    Change vs previous 13F -8,132 shares

    0.04% of the 13F portfolio, value $1,356,777.

    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 42,691 shares
    Change vs previous 13F -18,666 shares

    0.05% of the 13F portfolio, value $1,686,708.

    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 61,357 shares
    Change vs previous 13F -242 shares

    0.09% of the 13F portfolio, value $2,332,548.

    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 61,599 shares
    Change vs previous 13F +16,276 shares

    0.09% of the 13F portfolio, value $1,905,347.

    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 45,323 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,512,515.

    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).