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Compound Planning, Inc.: VWO position timeline

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

Compound Planning, Inc. held 752,006 VWO 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 752,006 shares
    Change vs previous 13F +8,998 shares

    1.17% of the 13F portfolio, value $44,887,289.

    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 743,008 shares
    Change vs previous 13F -88,780 shares

    1.24% of the 13F portfolio, value $40,159,582.

    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 831,788 shares
    Change vs previous 13F -28,933 shares

    1.32% of the 13F portfolio, value $44,716,933.

    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 860,721 shares
    Change vs previous 13F +40,805 shares

    1.51% of the 13F portfolio, value $46,633,879.

    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 819,916 shares
    Change vs previous 13F +1,527 shares

    1.53% of the 13F portfolio, value $40,553,037.

    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 818,389 shares
    Change vs previous 13F +350,853 shares

    1.69% of the 13F portfolio, value $37,040,308.

    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 467,536 shares
    Change vs previous 13F +56,789 shares

    1.04% of the 13F portfolio, value $20,590,298.

    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 410,747 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $19,654,243.

    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).