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Compound Planning, Inc.: UGP position timeline

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

Compound Planning, Inc. held 168,433 UGP 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 168,433 shares
    Change vs previous 13F +9,578 shares

    0.02% of the 13F portfolio, value $845,532.

    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 158,855 shares
    Change vs previous 13F -2,482 shares

    0.03% of the 13F portfolio, value $875,291.

    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 161,337 shares
    Change vs previous 13F +142,251 shares

    0.02% of the 13F portfolio, value $608,241.

    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 19,086 shares
    Change vs previous 13F +140 shares

    <0.01% of the 13F portfolio, value $78,253.

    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 18,946 shares
    Change vs previous 13F -1,871 shares

    <0.01% of the 13F portfolio, value $62,143.

    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 20,817 shares
    Change vs previous 13F +1,101 shares

    <0.01% of the 13F portfolio, value $64,116.

    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 19,716 shares
    Change vs previous 13F -8,314 shares

    <0.01% of the 13F portfolio, value $51,852.

    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 28,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $108,755.

    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).