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Disclosery

Compound Planning, Inc.: VV position timeline

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

Compound Planning, Inc. held 18,224 VV 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 18,224 shares
    Change vs previous 13F -64 shares

    0.16% of the 13F portfolio, value $6,267,501.

    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 18,288 shares
    Change vs previous 13F -212 shares

    0.17% of the 13F portfolio, value $5,465,277.

    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 18,500 shares
    Change vs previous 13F +292 shares

    0.17% of the 13F portfolio, value $5,823,819.

    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 18,208 shares
    Change vs previous 13F +44 shares

    0.18% of the 13F portfolio, value $5,605,434.

    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 18,164 shares
    Change vs previous 13F -3,406 shares

    0.2% of the 13F portfolio, value $5,182,053.

    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 21,570 shares
    Change vs previous 13F -2,652 shares

    0.25% of the 13F portfolio, value $5,544,146.

    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 24,222 shares
    Change vs previous 13F +21,405 shares

    0.33% of the 13F portfolio, value $6,532,623.

    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 2,817 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $741,688.

    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).