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Disclosery

Compound Planning, Inc.: VO position timeline

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

Compound Planning, Inc. held 53,581 VO 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 53,581 shares
    Change vs previous 13F +40,252 shares

    0.11% of the 13F portfolio, value $4,317,035.

    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 13,329 shares
    Change vs previous 13F -28,706 shares

    0.12% of the 13F portfolio, value $3,827,716.

    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 42,035 shares
    Change vs previous 13F +4,809 shares

    0.36% of the 13F portfolio, value $12,199,567.

    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 37,226 shares
    Change vs previous 13F +2,790 shares

    0.35% of the 13F portfolio, value $10,934,938.

    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 34,436 shares
    Change vs previous 13F +7,178 shares

    0.36% of the 13F portfolio, value $9,636,376.

    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 27,258 shares
    Change vs previous 13F +2,931 shares

    0.32% of the 13F portfolio, value $7,049,603.

    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 24,327 shares
    Change vs previous 13F +5,242 shares

    0.32% of the 13F portfolio, value $6,425,478.

    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 19,085 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,035,066.

    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).