Skip to content
Disclosery

Compound Planning, Inc.: VBK position timeline

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

Compound Planning, Inc. held 42,841 VBK 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 42,841 shares
    Change vs previous 13F +4,953 shares

    0.41% of the 13F portfolio, value $15,667,105.

    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 37,888 shares
    Change vs previous 13F +3,814 shares

    0.35% of the 13F portfolio, value $11,451,480.

    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 34,074 shares
    Change vs previous 13F -3,462 shares

    0.3% of the 13F portfolio, value $10,294,204.

    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 37,536 shares
    Change vs previous 13F -306 shares

    0.36% of the 13F portfolio, value $11,171,346.

    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 37,842 shares
    Change vs previous 13F -6,088 shares

    0.4% of the 13F portfolio, value $10,480,043.

    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 43,930 shares
    Change vs previous 13F +38,153 shares

    0.5% of the 13F portfolio, value $11,060,203.

    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 5,777 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,617,830.

    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).