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Compound Planning, Inc.: UPS position timeline

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

Compound Planning, Inc. held 24,508 UPS 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 24,508 shares
    Change vs previous 13F +2,309 shares

    0.07% of the 13F portfolio, value $2,634,624.

    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 22,199 shares
    Change vs previous 13F +2,108 shares

    0.07% of the 13F portfolio, value $2,183,970.

    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 20,091 shares
    Change vs previous 13F +936 shares

    0.06% of the 13F portfolio, value $1,992,838.

    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 19,155 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $1,600,016.

    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 19,006 shares
    Change vs previous 13F +3,791 shares

    0.07% of the 13F portfolio, value $1,918,512.

    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 15,215 shares
    Change vs previous 13F +4,120 shares

    0.08% of the 13F portfolio, value $1,673,444.

    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 11,095 shares
    Change vs previous 13F +3,440 shares

    0.07% of the 13F portfolio, value $1,399,136.

    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 7,655 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,043,689.

    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).