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Compound Planning, Inc.: TER position timeline

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

Compound Planning, Inc. held 2,556 TER 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 2,556 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $1,236,915.

    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 2,537 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $752,232.

    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 2,428 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $470,111.

    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 1,848 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $254,405.

    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).