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Compound Planning, Inc.: WMT position timeline

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

Compound Planning, Inc. held 96,289 WMT 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 96,289 shares
    Change vs previous 13F +6,459 shares

    0.29% of the 13F portfolio, value $10,905,731.

    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 89,830 shares
    Change vs previous 13F +11 shares

    0.34% of the 13F portfolio, value $11,164,131.

    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 89,819 shares
    Change vs previous 13F +22,940 shares

    0.3% of the 13F portfolio, value $10,006,753.

    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 66,879 shares
    Change vs previous 13F +1,408 shares

    0.22% of the 13F portfolio, value $6,892,509.

    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 65,471 shares
    Change vs previous 13F +3,577 shares

    0.24% of the 13F portfolio, value $6,401,772.

    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 61,894 shares
    Change vs previous 13F -1,251 shares

    0.25% of the 13F portfolio, value $5,433,665.

    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 63,145 shares
    Change vs previous 13F +11,757 shares

    0.29% of the 13F portfolio, value $5,705,153.

    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 51,388 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $4,149,549.

    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).