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
- period ended2026-06-3013F 2,736 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,666 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,486 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,381 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,879 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,483 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).