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Disclosery

Compound Planning, Inc.: SPTL position timeline

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

Compound Planning, Inc. held 20,335 SPTL 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 20,335 shares
    Change vs previous 13F -9,279 shares

    0.01% of the 13F portfolio, value $533,387.

    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 29,614 shares
    Change vs previous 13F +8,717 shares

    0.02% of the 13F portfolio, value $778,853.

    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 20,897 shares
    Change vs previous 13F -2,110 shares

    0.02% of the 13F portfolio, value $553,144.

    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 23,007 shares
    Change vs previous 13F -7,355 shares

    0.02% of the 13F portfolio, value $620,039.

    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 30,362 shares
    Change vs previous 13F -3,728 shares

    0.03% of the 13F portfolio, value $807,011.

    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 34,090 shares
    Change vs previous 13F +20,624 shares

    0.04% of the 13F portfolio, value $929,296.

    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 13,466 shares
    Change vs previous 13F -22,375 shares

    0.02% of the 13F portfolio, value $352,673.

    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 35,841 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,041,902.

    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).