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Disclosery

Compound Planning, Inc.: SPMO position timeline

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

Compound Planning, Inc. held 10,851 SPMO 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 10,851 shares
    Change vs previous 13F -2,573 shares

    0.05% of the 13F portfolio, value $1,752,878.

    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 13,424 shares
    Change vs previous 13F +9,585 shares

    0.05% of the 13F portfolio, value $1,504,951.

    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 3,839 shares
    Change vs previous 13F -5,036 shares

    0.01% of the 13F portfolio, value $458,069.

    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 8,875 shares
    Change vs previous 13F -5,991 shares

    0.03% of the 13F portfolio, value $1,074,408.

    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 14,866 shares
    Change vs previous 13F +3,240 shares

    0.06% of the 13F portfolio, value $1,671,979.

    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 11,626 shares
    Change vs previous 13F +6,310 shares

    0.05% of the 13F portfolio, value $1,075,754.

    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 5,316 shares
    Change vs previous 13F -2,365 shares

    0.03% of the 13F portfolio, value $505,073.

    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 7,681 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $696,237.

    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).