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Disclosery

Compound Planning, Inc.: TFC position timeline

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

Compound Planning, Inc. held 26,134 TFC 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 26,134 shares
    Change vs previous 13F +1,254 shares

    0.03% of the 13F portfolio, value $1,301,976.

    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 24,880 shares
    Change vs previous 13F -583 shares

    0.04% of the 13F portfolio, value $1,143,718.

    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 25,463 shares
    Change vs previous 13F +5,839 shares

    0.04% of the 13F portfolio, value $1,253,019.

    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 19,624 shares
    Change vs previous 13F +4,314 shares

    0.03% of the 13F portfolio, value $897,226.

    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 15,310 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $658,181.

    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 15,145 shares
    Change vs previous 13F -1,975 shares

    0.03% of the 13F portfolio, value $623,198.

    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 17,120 shares
    Change vs previous 13F +1,444 shares

    0.04% of the 13F portfolio, value $742,672.

    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 15,676 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $670,468.

    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).