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Disclosery

Compound Planning, Inc.: VTV position timeline

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

Compound Planning, Inc. held 166,114 VTV 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 166,114 shares
    Change vs previous 13F +12,999 shares

    0.95% of the 13F portfolio, value $36,201,218.

    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 153,115 shares
    Change vs previous 13F +25,336 shares

    0.93% of the 13F portfolio, value $30,041,163.

    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 127,779 shares
    Change vs previous 13F -7,421 shares

    0.72% of the 13F portfolio, value $24,404,469.

    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 135,200 shares
    Change vs previous 13F +4,202 shares

    0.82% of the 13F portfolio, value $25,213,361.

    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 130,998 shares
    Change vs previous 13F -5,649 shares

    0.88% of the 13F portfolio, value $23,152,593.

    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 136,647 shares
    Change vs previous 13F +79,862 shares

    1.08% of the 13F portfolio, value $23,604,350.

    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 56,785 shares
    Change vs previous 13F +46,999 shares

    0.49% of the 13F portfolio, value $9,613,703.

    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 9,786 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,708,311.

    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).