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Disclosery

Compound Planning, Inc.: VOO position timeline

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

Compound Planning, Inc. held 28,084 VOO 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 28,084 shares
    Change vs previous 13F -5 shares

    0.5% of the 13F portfolio, value $19,288,352.

    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 28,089 shares
    Change vs previous 13F -56,358 shares

    0.52% of the 13F portfolio, value $16,784,179.

    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 84,447 shares
    Change vs previous 13F +4,164 shares

    1.57% of the 13F portfolio, value $52,959,253.

    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 80,283 shares
    Change vs previous 13F -2,513 shares

    1.59% of the 13F portfolio, value $49,163,470.

    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 82,796 shares
    Change vs previous 13F +12,314 shares

    1.78% of the 13F portfolio, value $47,030,781.

    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 70,482 shares
    Change vs previous 13F +14,368 shares

    1.65% of the 13F portfolio, value $36,221,588.

    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 56,114 shares
    Change vs previous 13F +23,563 shares

    1.53% of the 13F portfolio, value $30,234,648.

    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 32,551 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $17,176,392.

    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).