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Disclosery

Compound Planning, Inc.: SPEM position timeline

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

Compound Planning, Inc. held 44,157 SPEM 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 44,157 shares
    Change vs previous 13F +92 shares

    0.06% of the 13F portfolio, value $2,286,463.

    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 44,065 shares
    Change vs previous 13F +1,126 shares

    0.06% of the 13F portfolio, value $2,067,073.

    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 42,939 shares
    Change vs previous 13F +791 shares

    0.06% of the 13F portfolio, value $2,009,958.

    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 42,148 shares
    Change vs previous 13F +139 shares

    0.06% of the 13F portfolio, value $1,972,927.

    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 42,009 shares
    Change vs previous 13F -121 shares

    0.07% of the 13F portfolio, value $1,795,458.

    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 42,130 shares
    Change vs previous 13F -2,891 shares

    0.08% of the 13F portfolio, value $1,658,650.

    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 45,021 shares
    Change vs previous 13F +13,052 shares

    0.09% of the 13F portfolio, value $1,727,472.

    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 31,969 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,319,695.

    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).