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Disclosery

Compound Planning, Inc.: TSM position timeline

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

Compound Planning, Inc. held 44,754 TSM 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 44,754 shares
    Change vs previous 13F +942 shares

    0.56% of the 13F portfolio, value $21,373,197.

    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 43,812 shares
    Change vs previous 13F +305 shares

    0.46% of the 13F portfolio, value $14,806,285.

    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 43,507 shares
    Change vs previous 13F +4,500 shares

    0.39% of the 13F portfolio, value $13,221,249.

    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 39,007 shares
    Change vs previous 13F +3,591 shares

    0.35% of the 13F portfolio, value $10,894,217.

    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 35,416 shares
    Change vs previous 13F +2,203 shares

    0.3% of the 13F portfolio, value $8,021,262.

    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 33,213 shares
    Change vs previous 13F -6,617 shares

    0.25% of the 13F portfolio, value $5,513,441.

    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 39,830 shares
    Change vs previous 13F +5,731 shares

    0.4% of the 13F portfolio, value $7,865,960.

    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 34,099 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,921,903.

    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).