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Disclosery

Compound Planning, Inc.: V position timeline

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

Compound Planning, Inc. held 25,346 V 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 25,346 shares
    Change vs previous 13F +4,819 shares

    0.23% of the 13F portfolio, value $8,695,840.

    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 20,527 shares
    Change vs previous 13F -1,595 shares

    0.19% of the 13F portfolio, value $6,203,886.

    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 22,122 shares
    Change vs previous 13F +1,922 shares

    0.23% of the 13F portfolio, value $7,758,439.

    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 20,200 shares
    Change vs previous 13F +738 shares

    0.22% of the 13F portfolio, value $6,895,958.

    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 19,462 shares
    Change vs previous 13F +1,470 shares

    0.26% of the 13F portfolio, value $6,909,982.

    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 17,992 shares
    Change vs previous 13F +2,012 shares

    0.29% of the 13F portfolio, value $6,305,580.

    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 15,980 shares
    Change vs previous 13F +2,630 shares

    0.26% of the 13F portfolio, value $5,050,249.

    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 13,350 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,670,452.

    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).