Skip to content
Disclosery

Compound Planning, Inc.: UBS position timeline

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

Compound Planning, Inc. held 50,020 UBS 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 50,020 shares
    Change vs previous 13F +8,925 shares

    0.06% of the 13F portfolio, value $2,478,983.

    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 41,095 shares
    Change vs previous 13F -537 shares

    0.05% of the 13F portfolio, value $1,605,588.

    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 41,632 shares
    Change vs previous 13F +2,953 shares

    0.06% of the 13F portfolio, value $1,927,986.

    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 38,679 shares
    Change vs previous 13F +9,619 shares

    0.05% of the 13F portfolio, value $1,585,846.

    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 29,060 shares
    Change vs previous 13F -10,905 shares

    0.04% of the 13F portfolio, value $982,815.

    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 39,965 shares
    Change vs previous 13F +3,705 shares

    0.06% of the 13F portfolio, value $1,224,128.

    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 36,260 shares
    Change vs previous 13F +6,673 shares

    0.06% of the 13F portfolio, value $1,099,407.

    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 29,587 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $914,538.

    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).