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Compound Planning, Inc.: SYK position timeline

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

Compound Planning, Inc. held 7,235 SYK 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 7,235 shares
    Change vs previous 13F -96 shares

    0.06% of the 13F portfolio, value $2,277,670.

    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 7,331 shares
    Change vs previous 13F +888 shares

    0.07% of the 13F portfolio, value $2,408,896.

    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 6,443 shares
    Change vs previous 13F +2,636 shares

    0.07% of the 13F portfolio, value $2,264,248.

    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 3,807 shares
    Change vs previous 13F +895 shares

    0.05% of the 13F portfolio, value $1,407,360.

    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 2,912 shares
    Change vs previous 13F +34 shares

    0.04% of the 13F portfolio, value $1,152,097.

    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 2,878 shares
    Change vs previous 13F +365 shares

    0.05% of the 13F portfolio, value $1,071,222.

    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 2,513 shares
    Change vs previous 13F +422 shares

    0.05% of the 13F portfolio, value $904,910.

    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 2,091 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $755,499.

    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).