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Disclosery

Compound Planning, Inc.: SPY position timeline

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

Compound Planning, Inc. held 26,020 SPY 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 26,020 shares
    Change vs previous 13F -552 shares

    0.51% of the 13F portfolio, value $19,431,066.

    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 26,572 shares
    Change vs previous 13F +1,462 shares

    0.53% of the 13F portfolio, value $17,280,567.

    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 25,110 shares
    Change vs previous 13F -3,880 shares

    0.51% of the 13F portfolio, value $17,123,294.

    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 28,990 shares
    Change vs previous 13F -1,350 shares

    0.63% of the 13F portfolio, value $19,312,799.

    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 30,340 shares
    Change vs previous 13F -13,370 shares

    0.71% of the 13F portfolio, value $18,745,777.

    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 43,710 shares
    Change vs previous 13F +232 shares

    1.12% of the 13F portfolio, value $24,451,193.

    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 43,478 shares
    Change vs previous 13F +13,220 shares

    1.29% of the 13F portfolio, value $25,481,872.

    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 30,258 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $17,360,677.

    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).