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Compound Planning, Inc.: SPHY position timeline

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

Compound Planning, Inc. held 139,317 SPHY 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 139,317 shares
    Change vs previous 13F +3,064 shares

    0.09% of the 13F portfolio, value $3,265,599.

    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 136,253 shares
    Change vs previous 13F -25,544 shares

    0.1% of the 13F portfolio, value $3,177,420.

    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 161,797 shares
    Change vs previous 13F -91,674 shares

    0.11% of the 13F portfolio, value $3,829,734.

    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 253,471 shares
    Change vs previous 13F +65,796 shares

    0.2% of the 13F portfolio, value $6,068,106.

    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 187,675 shares
    Change vs previous 13F +41,516 shares

    0.17% of the 13F portfolio, value $4,466,660.

    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 146,159 shares
    Change vs previous 13F +12,494 shares

    0.16% of the 13F portfolio, value $3,423,048.

    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 133,665 shares
    Change vs previous 13F +24,166 shares

    0.16% of the 13F portfolio, value $3,137,112.

    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 109,499 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,633,445.

    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).