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Disclosery

Compound Planning, Inc.: TD position timeline

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

Compound Planning, Inc. held 27,694 TD 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 27,694 shares
    Change vs previous 13F +2,272 shares

    0.09% of the 13F portfolio, value $3,362,938.

    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 25,422 shares
    Change vs previous 13F +1,158 shares

    0.07% of the 13F portfolio, value $2,372,118.

    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 24,264 shares
    Change vs previous 13F +2,889 shares

    0.07% of the 13F portfolio, value $2,285,735.

    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 21,375 shares
    Change vs previous 13F +3,702 shares

    0.06% of the 13F portfolio, value $1,708,958.

    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 17,673 shares
    Change vs previous 13F +4,302 shares

    0.05% of the 13F portfolio, value $1,298,072.

    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 13,371 shares
    Change vs previous 13F +9,201 shares

    0.04% of the 13F portfolio, value $801,470.

    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 4,170 shares
    Change vs previous 13F -10,587 shares

    0.01% of the 13F portfolio, value $222,034.

    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 14,757 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $933,528.

    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).