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Disclosery

Compound Planning, Inc.: VSS position timeline

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

Compound Planning, Inc. held 21,906 VSS 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 21,906 shares
    Change vs previous 13F -905 shares

    0.09% of the 13F portfolio, value $3,379,840.

    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 22,811 shares
    Change vs previous 13F -2,086 shares

    0.1% of the 13F portfolio, value $3,325,581.

    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 24,897 shares
    Change vs previous 13F +525 shares

    0.11% of the 13F portfolio, value $3,568,462.

    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 24,372 shares
    Change vs previous 13F +1,225 shares

    0.11% of the 13F portfolio, value $3,474,252.

    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 23,147 shares
    Change vs previous 13F -3,445 shares

    0.12% of the 13F portfolio, value $3,110,706.

    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 26,592 shares
    Change vs previous 13F -1,442 shares

    0.14% of the 13F portfolio, value $3,073,983.

    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 28,034 shares
    Change vs previous 13F +678 shares

    0.16% of the 13F portfolio, value $3,209,328.

    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 27,356 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,445,736.

    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).