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Compound Planning, Inc.: VBR position timeline

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

Compound Planning, Inc. held 65,686 VBR 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 65,686 shares
    Change vs previous 13F +5,128 shares

    0.42% of the 13F portfolio, value $15,961,018.

    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 60,558 shares
    Change vs previous 13F +3,540 shares

    0.41% of the 13F portfolio, value $13,156,231.

    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 57,018 shares
    Change vs previous 13F -2,001 shares

    0.36% of the 13F portfolio, value $12,075,914.

    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 59,019 shares
    Change vs previous 13F +1,811 shares

    0.4% of the 13F portfolio, value $12,317,921.

    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 57,208 shares
    Change vs previous 13F -9,724 shares

    0.42% of the 13F portfolio, value $11,156,090.

    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 66,932 shares
    Change vs previous 13F +51,218 shares

    0.57% of the 13F portfolio, value $12,468,678.

    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 15,714 shares
    Change vs previous 13F +10,773 shares

    0.16% of the 13F portfolio, value $3,114,134.

    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 4,941 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $992,118.

    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).