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Disclosery

Compound Planning, Inc.: T position timeline

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

Compound Planning, Inc. held 162,004 T 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 162,004 shares
    Change vs previous 13F -3,159 shares

    0.09% of the 13F portfolio, value $3,353,474.

    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 165,163 shares
    Change vs previous 13F +22,043 shares

    0.15% of the 13F portfolio, value $4,788,070.

    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 143,120 shares
    Change vs previous 13F -115,604 shares

    0.11% of the 13F portfolio, value $3,555,094.

    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 258,724 shares
    Change vs previous 13F +17,945 shares

    0.24% of the 13F portfolio, value $7,306,352.

    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 240,779 shares
    Change vs previous 13F +13,291 shares

    0.26% of the 13F portfolio, value $6,968,121.

    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 227,488 shares
    Change vs previous 13F +99,688 shares

    0.29% of the 13F portfolio, value $6,433,343.

    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 127,800 shares
    Change vs previous 13F +9,468 shares

    0.15% of the 13F portfolio, value $2,910,004.

    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 118,332 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,603,309.

    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).