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Compound Planning, Inc.: SYLD position timeline

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

Compound Planning, Inc. held 216,923 SYLD 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 216,923 shares
    Change vs previous 13F +15,539 shares

    0.45% of the 13F portfolio, value $17,155,807.

    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 201,384 shares
    Change vs previous 13F -76,425 shares

    0.47% of the 13F portfolio, value $15,186,375.

    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 277,809 shares
    Change vs previous 13F +13,825 shares

    0.57% of the 13F portfolio, value $19,313,314.

    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 263,984 shares
    Change vs previous 13F +27,274 shares

    0.59% of the 13F portfolio, value $18,125,158.

    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 236,710 shares
    Change vs previous 13F +18,060 shares

    0.58% of the 13F portfolio, value $15,393,247.

    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 218,650 shares
    Change vs previous 13F +32,319 shares

    0.64% of the 13F portfolio, value $13,949,898.

    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 186,331 shares
    Change vs previous 13F +46,702 shares

    0.64% of the 13F portfolio, value $12,758,067.

    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 139,629 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $10,104,928.

    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).