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Disclosery

Compound Planning, Inc.: VB position timeline

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

Compound Planning, Inc. held 137,539 VB 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 137,539 shares
    Change vs previous 13F +402 shares

    1.09% of the 13F portfolio, value $41,690,621.

    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 137,137 shares
    Change vs previous 13F -17,709 shares

    1.11% of the 13F portfolio, value $35,918,899.

    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 154,846 shares
    Change vs previous 13F +3,551 shares

    1.18% of the 13F portfolio, value $39,942,627.

    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 151,295 shares
    Change vs previous 13F +13,703 shares

    1.25% of the 13F portfolio, value $38,471,414.

    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 137,592 shares
    Change vs previous 13F +26,506 shares

    1.23% of the 13F portfolio, value $32,606,636.

    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 111,086 shares
    Change vs previous 13F +13,072 shares

    1.12% of the 13F portfolio, value $24,633,278.

    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 98,014 shares
    Change vs previous 13F +11,512 shares

    1.19% of the 13F portfolio, value $23,550,857.

    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 86,502 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $20,519,137.

    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).