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Disclosery

Compound Planning, Inc.: TLT position timeline

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

Compound Planning, Inc. held 77,034 TLT 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 77,034 shares
    Change vs previous 13F +11,617 shares

    0.17% of the 13F portfolio, value $6,657,246.

    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 65,417 shares
    Change vs previous 13F -2,424 shares

    0.17% of the 13F portfolio, value $5,671,076.

    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 67,841 shares
    Change vs previous 13F -24,452 shares

    0.17% of the 13F portfolio, value $5,912,991.

    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 92,293 shares
    Change vs previous 13F -12,449 shares

    0.27% of the 13F portfolio, value $8,248,185.

    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 104,742 shares
    Change vs previous 13F +7,016 shares

    0.35% of the 13F portfolio, value $9,243,463.

    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 97,726 shares
    Change vs previous 13F +15,220 shares

    0.41% of the 13F portfolio, value $8,896,039.

    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 82,506 shares
    Change vs previous 13F +27,379 shares

    0.36% of the 13F portfolio, value $7,205,292.

    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 55,127 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,407,964.

    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).