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Compound Planning, Inc.: WAB position timeline

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

Compound Planning, Inc. held 2,736 WAB 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 2,736 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $737,543.

    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 2,666 shares
    Change vs previous 13F +180 shares

    0.02% of the 13F portfolio, value $666,181.

    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 2,486 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $530,569.

    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 2,486 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $498,305.

    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 2,381 shares
    Change vs previous 13F +584 shares

    0.02% of the 13F portfolio, value $498,395.

    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 1,797 shares
    Change vs previous 13F -82 shares

    0.01% of the 13F portfolio, value $325,827.

    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 1,879 shares
    Change vs previous 13F +396 shares

    0.02% of the 13F portfolio, value $356,178.

    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 1,483 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $269,504.

    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).