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Compound Planning, Inc.: SPYM position timeline

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

Compound Planning, Inc. held 116,373 SPYM 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 116,373 shares
    Change vs previous 13F +29,519 shares

    0.27% of the 13F portfolio, value $10,226,902.

    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 86,854 shares
    Change vs previous 13F +51,333 shares

    0.21% of the 13F portfolio, value $6,647,785.

    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 35,521 shares
    Change vs previous 13F +959 shares

    0.08% of the 13F portfolio, value $2,849,505.

    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 34,562 shares
    Change vs previous 13F -7,596 shares

    0.09% of the 13F portfolio, value $2,707,615.

    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 42,158 shares
    Change vs previous 13F +10,823 shares

    0.12% of the 13F portfolio, value $3,064,497.

    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 31,335 shares
    Change vs previous 13F +212 shares

    0.09% of the 13F portfolio, value $2,060,581.

    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 31,123 shares
    Change vs previous 13F -574 shares

    0.11% of the 13F portfolio, value $2,145,647.

    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 31,697 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,139,895.

    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).