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Compound Planning, Inc.: XETYX position timeline

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

Compound Planning, Inc. held 34,761 XETYX 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 34,761 shares
    Change vs previous 13F -1,205 shares

    0.01% of the 13F portfolio, value $505,430.

    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 35,966 shares
    Change vs previous 13F -46,887 shares

    0.02% of the 13F portfolio, value $495,974.

    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 82,853 shares
    Change vs previous 13F +2,337 shares

    0.04% of the 13F portfolio, value $1,270,966.

    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 80,516 shares
    Change vs previous 13F +3,009 shares

    0.04% of the 13F portfolio, value $1,280,207.

    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 77,507 shares
    Change vs previous 13F +2,654 shares

    0.05% of the 13F portfolio, value $1,199,037.

    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 74,853 shares
    Change vs previous 13F +6,401 shares

    0.05% of the 13F portfolio, value $1,067,399.

    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 68,452 shares
    Change vs previous 13F +33,640 shares

    0.05% of the 13F portfolio, value $1,023,359.

    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 34,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $509,996.

    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).