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Compound Planning, Inc.: WFC position timeline

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

Compound Planning, Inc. held 40,332 WFC 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 40,332 shares
    Change vs previous 13F +1,002 shares

    0.09% of the 13F portfolio, value $3,332,980.

    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 39,330 shares
    Change vs previous 13F -5,957 shares

    0.1% of the 13F portfolio, value $3,131,116.

    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 45,287 shares
    Change vs previous 13F +3,701 shares

    0.12% of the 13F portfolio, value $4,220,774.

    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 41,586 shares
    Change vs previous 13F +4,189 shares

    0.11% of the 13F portfolio, value $3,485,741.

    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 37,397 shares
    Change vs previous 13F +2,895 shares

    0.11% of the 13F portfolio, value $2,996,245.

    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 34,502 shares
    Change vs previous 13F +3,526 shares

    0.11% of the 13F portfolio, value $2,476,896.

    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 30,976 shares
    Change vs previous 13F +5,121 shares

    0.11% of the 13F portfolio, value $2,175,755.

    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 25,855 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,460,562.

    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).