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Disclosery

Compound Planning, Inc.: WEC position timeline

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

Compound Planning, Inc. held 5,997 WEC 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 5,997 shares
    Change vs previous 13F +310 shares

    0.02% of the 13F portfolio, value $700,223.

    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 5,687 shares
    Change vs previous 13F -2,201 shares

    0.02% of the 13F portfolio, value $658,441.

    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 7,888 shares
    Change vs previous 13F +2,091 shares

    0.02% of the 13F portfolio, value $831,840.

    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 5,797 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $664,239.

    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 5,771 shares
    Change vs previous 13F +490 shares

    0.02% of the 13F portfolio, value $601,295.

    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 5,281 shares
    Change vs previous 13F +304 shares

    0.03% of the 13F portfolio, value $575,471.

    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 4,977 shares
    Change vs previous 13F +2,013 shares

    0.02% of the 13F portfolio, value $468,080.

    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 2,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $285,115.

    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).