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Disclosery

Compound Planning, Inc.: TSLA position timeline

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

Compound Planning, Inc. held 42,245 TSLA 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 42,245 shares
    Change vs previous 13F -879 shares

    0.46% of the 13F portfolio, value $17,767,257.

    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 43,124 shares
    Change vs previous 13F -7,633 shares

    0.49% of the 13F portfolio, value $16,029,896.

    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 50,757 shares
    Change vs previous 13F +9,073 shares

    0.67% of the 13F portfolio, value $22,826,743.

    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 41,684 shares
    Change vs previous 13F -4,467 shares

    0.6% of the 13F portfolio, value $18,537,717.

    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 46,151 shares
    Change vs previous 13F +14,746 shares

    0.55% of the 13F portfolio, value $14,660,725.

    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 31,405 shares
    Change vs previous 13F -709 shares

    0.37% of the 13F portfolio, value $8,139,363.

    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 32,114 shares
    Change vs previous 13F +7,280 shares

    0.66% of the 13F portfolio, value $12,970,275.

    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 24,834 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,496,647.

    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).