Skip to content
Disclosery

Compound Planning, Inc.: TRP position timeline

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

Compound Planning, Inc. held 19,294 TRP 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 19,294 shares
    Change vs previous 13F +860 shares

    0.03% of the 13F portfolio, value $1,278,974.

    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 18,434 shares
    Change vs previous 13F +745 shares

    0.04% of the 13F portfolio, value $1,153,989.

    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 17,689 shares
    Change vs previous 13F +1,083 shares

    0.03% of the 13F portfolio, value $973,076.

    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 16,606 shares
    Change vs previous 13F +1,327 shares

    0.03% of the 13F portfolio, value $903,522.

    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 15,279 shares
    Change vs previous 13F +1,473 shares

    0.03% of the 13F portfolio, value $745,443.

    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 13,806 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $651,801.

    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 13,518 shares
    Change vs previous 13F +1,802 shares

    0.03% of the 13F portfolio, value $629,003.

    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 11,716 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $557,096.

    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).