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Disclosery

Compound Planning, Inc.: WM position timeline

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

Compound Planning, Inc. held 14,528 WM 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 14,528 shares
    Change vs previous 13F +360 shares

    0.08% of the 13F portfolio, value $3,237,845.

    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 14,168 shares
    Change vs previous 13F +1,465 shares

    0.1% of the 13F portfolio, value $3,255,601.

    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 12,703 shares
    Change vs previous 13F +4,641 shares

    0.08% of the 13F portfolio, value $2,790,931.

    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 8,062 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $1,780,385.

    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 8,032 shares
    Change vs previous 13F -56 shares

    0.07% of the 13F portfolio, value $1,837,931.

    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 8,088 shares
    Change vs previous 13F +1,160 shares

    0.09% of the 13F portfolio, value $1,872,391.

    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 6,928 shares
    Change vs previous 13F +687 shares

    0.07% of the 13F portfolio, value $1,397,992.

    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 6,241 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,295,636.

    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).