Compound Planning, Inc.: VALE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on VALE, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 114,755 VALE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 114,755 sharesChange vs previous 13F +8,844 shares
0.05% of the 13F portfolio, value $1,725,918.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 105,911 sharesChange vs previous 13F +9,259 shares
0.05% of the 13F portfolio, value $1,685,047.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 96,652 sharesChange vs previous 13F +20,319 shares
0.04% of the 13F portfolio, value $1,259,379.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,333 sharesChange vs previous 13F +25,499 shares
0.03% of the 13F portfolio, value $828,979.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,834 sharesChange vs previous 13F -21,003 shares
0.02% of the 13F portfolio, value $493,595.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 71,837 sharesChange vs previous 13F +48,643 shares
0.03% of the 13F portfolio, value $716,930.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,194 sharesChange vs previous 13F -5,730 shares
0.01% of the 13F portfolio, value $205,734.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,924 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $337,837.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).