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Disclosery

Compound Planning, Inc.: SPDW position timeline

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

Compound Planning, Inc. held 56,054 SPDW 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 56,054 shares
    Change vs previous 13F +2,278 shares

    0.07% of the 13F portfolio, value $2,824,571.

    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 53,776 shares
    Change vs previous 13F -5,009 shares

    0.08% of the 13F portfolio, value $2,454,861.

    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 58,785 shares
    Change vs previous 13F +131 shares

    0.08% of the 13F portfolio, value $2,610,637.

    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 58,654 shares
    Change vs previous 13F +178 shares

    0.08% of the 13F portfolio, value $2,509,803.

    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 58,476 shares
    Change vs previous 13F +14,310 shares

    0.09% of the 13F portfolio, value $2,367,704.

    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 44,166 shares
    Change vs previous 13F +3,352 shares

    0.07% of the 13F portfolio, value $1,608,071.

    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 40,814 shares
    Change vs previous 13F -8,818 shares

    0.07% of the 13F portfolio, value $1,392,981.

    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 49,632 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,864,164.

    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).