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Disclosery

Compound Planning, Inc.: XLK position timeline

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

Compound Planning, Inc. held 55,362 XLK 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 55,362 shares
    Change vs previous 13F +7,237 shares

    0.28% of the 13F portfolio, value $10,547,562.

    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 48,125 shares
    Change vs previous 13F -1,348 shares

    0.2% of the 13F portfolio, value $6,395,778.

    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 49,473 shares
    Change vs previous 13F +32,306 shares

    0.21% of the 13F portfolio, value $7,122,571.

    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 17,167 shares
    Change vs previous 13F -2,311 shares

    0.16% of the 13F portfolio, value $4,838,685.

    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 19,478 shares
    Change vs previous 13F -5,022 shares

    0.19% of the 13F portfolio, value $4,932,332.

    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 24,500 shares
    Change vs previous 13F +8,101 shares

    0.23% of the 13F portfolio, value $5,058,681.

    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 16,399 shares
    Change vs previous 13F +10,469 shares

    0.19% of the 13F portfolio, value $3,813,145.

    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 5,930 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,338,694.

    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).