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Compound Planning, Inc.: VYMI position timeline

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

Compound Planning, Inc. held 20,830 VYMI 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 20,830 shares
    Change vs previous 13F +7,595 shares

    0.05% of the 13F portfolio, value $2,045,494.

    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 13,235 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $1,247,252.

    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 13,096 shares
    Change vs previous 13F +1,537 shares

    0.03% of the 13F portfolio, value $1,178,624.

    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 11,559 shares
    Change vs previous 13F +5,779 shares

    0.03% of the 13F portfolio, value $978,775.

    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 5,780 shares
    Change vs previous 13F +196 shares

    0.02% of the 13F portfolio, value $463,043.

    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 5,584 shares
    Change vs previous 13F +44 shares

    0.02% of the 13F portfolio, value $411,498.

    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 5,540 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $376,045.

    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 5,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $401,033.

    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).