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Disclosery

Compound Planning, Inc.: VTI position timeline

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

Compound Planning, Inc. held 77,507 VTI 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 77,507 shares
    Change vs previous 13F +565 shares

    0.75% of the 13F portfolio, value $28,681,036.

    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 76,942 shares
    Change vs previous 13F -3,634 shares

    0.76% of the 13F portfolio, value $24,683,701.

    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 80,576 shares
    Change vs previous 13F +1,772 shares

    0.8% of the 13F portfolio, value $27,014,622.

    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 78,804 shares
    Change vs previous 13F +42,562 shares

    0.84% of the 13F portfolio, value $25,861,069.

    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 36,242 shares
    Change vs previous 13F +11,154 shares

    0.42% of the 13F portfolio, value $11,015,012.

    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 25,088 shares
    Change vs previous 13F +3,731 shares

    0.31% of the 13F portfolio, value $6,895,151.

    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 21,357 shares
    Change vs previous 13F +1,386 shares

    0.31% of the 13F portfolio, value $6,189,352.

    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 19,971 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,654,991.

    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).