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Compound Planning, Inc.: VNQI position timeline

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

Compound Planning, Inc. held 6,658 VNQI 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 6,658 shares
    Change vs previous 13F -2,198 shares

    0.01% of the 13F portfolio, value $298,611.

    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 8,856 shares
    Change vs previous 13F +2,965 shares

    0.01% of the 13F portfolio, value $393,650.

    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 5,891 shares
    Change vs previous 13F +281 shares

    0.01% of the 13F portfolio, value $270,025.

    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 5,610 shares
    Change vs previous 13F -148 shares

    0.01% of the 13F portfolio, value $267,821.

    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 5,758 shares
    Change vs previous 13F -3,839 shares

    0.01% of the 13F portfolio, value $265,732.

    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 9,597 shares
    Change vs previous 13F -8,220 shares

    0.02% of the 13F portfolio, value $388,295.

    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 17,817 shares
    Change vs previous 13F +1,351 shares

    0.04% of the 13F portfolio, value $704,841.

    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 16,466 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $772,420.

    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).