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Compound Planning, Inc.: TPR position timeline

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

Compound Planning, Inc. held 9,785 TPR 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 9,785 shares
    Change vs previous 13F -549 shares

    0.04% of the 13F portfolio, value $1,432,219.

    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 10,334 shares
    Change vs previous 13F +1,111 shares

    0.04% of the 13F portfolio, value $1,458,254.

    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 9,223 shares
    Change vs previous 13F +636 shares

    0.03% of the 13F portfolio, value $1,178,478.

    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 8,587 shares
    Change vs previous 13F +1,037 shares

    0.03% of the 13F portfolio, value $972,165.

    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 7,550 shares
    Change vs previous 13F +302 shares

    0.03% of the 13F portfolio, value $662,993.

    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 7,248 shares
    Change vs previous 13F +1,532 shares

    0.02% of the 13F portfolio, value $510,351.

    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 5,716 shares
    Change vs previous 13F +892 shares

    0.02% of the 13F portfolio, value $373,442.

    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 4,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,636.

    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).