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Compound Planning, Inc.: VTIP position timeline

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

Compound Planning, Inc. held 47,497 VTIP 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 47,497 shares
    Change vs previous 13F +1,249 shares

    0.06% of the 13F portfolio, value $2,385,775.

    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 46,248 shares
    Change vs previous 13F -1,576 shares

    0.07% of the 13F portfolio, value $2,310,088.

    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 47,824 shares
    Change vs previous 13F +10,223 shares

    0.07% of the 13F portfolio, value $2,365,375.

    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 37,601 shares
    Change vs previous 13F +11,651 shares

    0.06% of the 13F portfolio, value $1,903,739.

    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 25,950 shares
    Change vs previous 13F +6,721 shares

    0.05% of the 13F portfolio, value $1,304,507.

    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 19,229 shares
    Change vs previous 13F -5,288 shares

    0.04% of the 13F portfolio, value $959,527.

    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 24,517 shares
    Change vs previous 13F +4,404 shares

    0.06% of the 13F portfolio, value $1,187,113.

    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 20,113 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $991,772.

    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).