Skip to content
Disclosery

Compound Planning, Inc.: SPSM position timeline

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

Compound Planning, Inc. held 8,193 SPSM 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 8,193 shares
    Change vs previous 13F +1,404 shares

    0.01% of the 13F portfolio, value $472,487.

    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 6,789 shares
    Change vs previous 13F -560 shares

    0.01% of the 13F portfolio, value $328,028.

    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 7,349 shares
    Change vs previous 13F -840 shares

    0.01% of the 13F portfolio, value $344,393.

    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 8,189 shares
    Change vs previous 13F -4,126 shares

    0.01% of the 13F portfolio, value $379,319.

    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 12,315 shares
    Change vs previous 13F -6,541 shares

    0.02% of the 13F portfolio, value $524,632.

    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 18,856 shares
    Change vs previous 13F +10,675 shares

    0.04% of the 13F portfolio, value $768,570.

    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 8,181 shares
    Change vs previous 13F -2,030 shares

    0.02% of the 13F portfolio, value $367,503.

    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 10,211 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $464,684.

    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).