Skip to content
Disclosery

Compound Planning, Inc.: TAK position timeline

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

Compound Planning, Inc. held 60,395 TAK 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 60,395 shares
    Change vs previous 13F +777 shares

    0.03% of the 13F portfolio, value $968,137.

    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 59,618 shares
    Change vs previous 13F +13,945 shares

    0.03% of the 13F portfolio, value $1,104,131.

    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 45,673 shares
    Change vs previous 13F +3,515 shares

    0.02% of the 13F portfolio, value $712,048.

    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 42,158 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $617,194.

    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 42,335 shares
    Change vs previous 13F -1,335 shares

    0.02% of the 13F portfolio, value $654,503.

    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 43,670 shares
    Change vs previous 13F +15,437 shares

    0.03% of the 13F portfolio, value $649,376.

    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 28,233 shares
    Change vs previous 13F -5,942 shares

    0.02% of the 13F portfolio, value $373,808.

    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 34,175 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $485,973.

    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).