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Disclosery

Compound Planning, Inc.: USFR position timeline

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

Compound Planning, Inc. held 27,664 USFR 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 27,664 shares
    Change vs previous 13F -91,839 shares

    0.04% of the 13F portfolio, value $1,392,859.

    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 119,503 shares
    Change vs previous 13F +89,379 shares

    0.19% of the 13F portfolio, value $6,015,801.

    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 30,124 shares
    Change vs previous 13F +2,728 shares

    0.04% of the 13F portfolio, value $1,515,846.

    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 27,396 shares
    Change vs previous 13F +15,764 shares

    0.04% of the 13F portfolio, value $1,377,193.

    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 11,632 shares
    Change vs previous 13F +2,339 shares

    0.02% of the 13F portfolio, value $585,191.

    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 9,293 shares
    Change vs previous 13F +1,264 shares

    0.02% of the 13F portfolio, value $467,701.

    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 8,029 shares
    Change vs previous 13F +2,823 shares

    0.02% of the 13F portfolio, value $404,032.

    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 5,206 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $261,461.

    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).