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Disclosery

Compound Planning, Inc.: THLV position timeline

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

Compound Planning, Inc. held 576,834 THLV 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 576,834 shares
    Change vs previous 13F +46,479 shares

    0.5% of the 13F portfolio, value $19,232,090.

    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 530,355 shares
    Change vs previous 13F -3,173 shares

    0.52% of the 13F portfolio, value $16,923,618.

    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 533,528 shares
    Change vs previous 13F +30,338 shares

    0.47% of the 13F portfolio, value $15,937,162.

    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 503,190 shares
    Change vs previous 13F +55,055 shares

    0.49% of the 13F portfolio, value $15,105,769.

    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 448,135 shares
    Change vs previous 13F +18,142 shares

    0.49% of the 13F portfolio, value $12,836,169.

    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 429,993 shares
    Change vs previous 13F +24,394 shares

    0.53% of the 13F portfolio, value $11,626,998.

    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 405,599 shares
    Change vs previous 13F +103,711 shares

    0.56% of the 13F portfolio, value $11,158,016.

    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 301,888 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $8,736,707.

    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).