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Compound Planning, Inc.: VTEB position timeline

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

Compound Planning, Inc. held 354,852 VTEB 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 354,852 shares
    Change vs previous 13F +43,088 shares

    0.47% of the 13F portfolio, value $17,948,421.

    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 311,764 shares
    Change vs previous 13F -55,359 shares

    0.48% of the 13F portfolio, value $15,553,909.

    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 367,123 shares
    Change vs previous 13F +33,931 shares

    0.55% of the 13F portfolio, value $18,462,583.

    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 333,192 shares
    Change vs previous 13F +46,505 shares

    0.54% of the 13F portfolio, value $16,682,938.

    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 286,687 shares
    Change vs previous 13F +39,378 shares

    0.53% of the 13F portfolio, value $14,056,285.

    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 247,309 shares
    Change vs previous 13F +43,173 shares

    0.56% of the 13F portfolio, value $12,271,468.

    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 204,136 shares
    Change vs previous 13F +55,350 shares

    0.52% of the 13F portfolio, value $10,233,317.

    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 148,786 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $7,605,947.

    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).