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Disclosery

Compound Planning, Inc.: WIT position timeline

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

Compound Planning, Inc. held 41,172 WIT 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 41,172 shares
    Change vs previous 13F +13,728 shares

    <0.01% of the 13F portfolio, value $92,638.

    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 27,444 shares
    Change vs previous 13F +3,620 shares

    <0.01% of the 13F portfolio, value $58,181.

    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 23,824 shares
    Change vs previous 13F -5,536 shares

    <0.01% of the 13F portfolio, value $67,660.

    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 29,360 shares
    Change vs previous 13F -9,913 shares

    <0.01% of the 13F portfolio, value $77,217.

    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 39,273 shares
    Change vs previous 13F -3,582 shares

    <0.01% of the 13F portfolio, value $118,604.

    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 42,855 shares
    Change vs previous 13F -16,048 shares

    0.01% of the 13F portfolio, value $131,136.

    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 58,903 shares
    Change vs previous 13F +39,061 shares

    0.01% of the 13F portfolio, value $208,517.

    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 19,842 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $128,576.

    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).