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Compound Planning, Inc.: TDF position timeline

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

Compound Planning, Inc. held 67,650 TDF 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 67,650 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $736,708.

    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 67,534 shares
    Change vs previous 13F +7,198 shares

    0.02% of the 13F portfolio, value $716,533.

    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 60,336 shares
    Change vs previous 13F +2,241 shares

    0.02% of the 13F portfolio, value $679,379.

    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 58,095 shares
    Change vs previous 13F +453 shares

    0.02% of the 13F portfolio, value $676,811.

    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 57,642 shares
    Change vs previous 13F +2,116 shares

    0.02% of the 13F portfolio, value $575,842.

    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 55,526 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $538,600.

    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).