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Compound Planning, Inc.: UBER position timeline

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

Compound Planning, Inc. held 38,771 UBER 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 38,771 shares
    Change vs previous 13F -7,590 shares

    0.07% of the 13F portfolio, value $2,797,737.

    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 46,361 shares
    Change vs previous 13F +4,867 shares

    0.1% of the 13F portfolio, value $3,334,768.

    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 41,494 shares
    Change vs previous 13F -1,917 shares

    0.1% of the 13F portfolio, value $3,390,485.

    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 43,411 shares
    Change vs previous 13F +3,605 shares

    0.14% of the 13F portfolio, value $4,252,941.

    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 39,806 shares
    Change vs previous 13F -693 shares

    0.14% of the 13F portfolio, value $3,713,927.

    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 40,499 shares
    Change vs previous 13F +5,394 shares

    0.13% of the 13F portfolio, value $2,950,757.

    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 35,105 shares
    Change vs previous 13F +4,426 shares

    0.11% of the 13F portfolio, value $2,117,534.

    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 30,679 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,305,834.

    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).