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Disclosery

Compound Planning, Inc.: TRV position timeline

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

Compound Planning, Inc. held 4,564 TRV 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 4,564 shares
    Change vs previous 13F +463 shares

    0.04% of the 13F portfolio, value $1,506,735.

    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 4,101 shares
    Change vs previous 13F -196 shares

    0.04% of the 13F portfolio, value $1,196,195.

    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 4,297 shares
    Change vs previous 13F +273 shares

    0.04% of the 13F portfolio, value $1,246,321.

    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 4,024 shares
    Change vs previous 13F +628 shares

    0.04% of the 13F portfolio, value $1,123,496.

    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 3,396 shares
    Change vs previous 13F +200 shares

    0.03% of the 13F portfolio, value $908,463.

    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 3,196 shares
    Change vs previous 13F +411 shares

    0.04% of the 13F portfolio, value $845,096.

    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 2,785 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $670,975.

    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 2,442 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $571,806.

    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).