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Disclosery

Compound Planning, Inc.: VEA position timeline

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

Compound Planning, Inc. held 1,134,424 VEA 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 1,134,424 shares
    Change vs previous 13F +45,403 shares

    2.11% of the 13F portfolio, value $80,827,722.

    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 1,089,021 shares
    Change vs previous 13F -125,502 shares

    2.15% of the 13F portfolio, value $69,784,484.

    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 1,214,523 shares
    Change vs previous 13F +3,789 shares

    2.24% of the 13F portfolio, value $75,871,253.

    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 1,210,734 shares
    Change vs previous 13F +140,225 shares

    2.35% of the 13F portfolio, value $72,547,163.

    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 1,070,509 shares
    Change vs previous 13F +154,511 shares

    2.31% of the 13F portfolio, value $61,029,704.

    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 915,998 shares
    Change vs previous 13F +103,744 shares

    2.12% of the 13F portfolio, value $46,560,177.

    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 812,254 shares
    Change vs previous 13F +82,789 shares

    1.96% of the 13F portfolio, value $38,841,977.

    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 729,465 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $38,523,025.

    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).