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Disclosery

Compound Planning, Inc.: XLRE position timeline

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

Compound Planning, Inc. held 14,294 XLRE 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 14,294 shares
    Change vs previous 13F -855 shares

    0.02% of the 13F portfolio, value $629,382.

    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 15,149 shares
    Change vs previous 13F -69,578 shares

    0.02% of the 13F portfolio, value $618,550.

    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 84,727 shares
    Change vs previous 13F +1,073 shares

    0.1% of the 13F portfolio, value $3,418,751.

    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 83,654 shares
    Change vs previous 13F +4,583 shares

    0.11% of the 13F portfolio, value $3,524,360.

    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 79,071 shares
    Change vs previous 13F +12,017 shares

    0.12% of the 13F portfolio, value $3,275,111.

    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 67,054 shares
    Change vs previous 13F +16,190 shares

    0.13% of the 13F portfolio, value $2,806,218.

    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 50,864 shares
    Change vs previous 13F +13,341 shares

    0.1% of the 13F portfolio, value $2,068,629.

    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 37,523 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,676,136.

    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).