Skip to content
Disclosery

Compound Planning, Inc.: XYLD position timeline

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

Compound Planning, Inc. held 9,546 XYLD 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 9,546 shares
    Change vs previous 13F +467 shares

    0.01% of the 13F portfolio, value $389,365.

    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 9,079 shares
    Change vs previous 13F +842 shares

    0.01% of the 13F portfolio, value $355,267.

    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 8,237 shares
    Change vs previous 13F +141 shares

    0.01% of the 13F portfolio, value $334,674.

    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 8,096 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $317,836.

    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 8,439 shares
    Change vs previous 13F +132 shares

    0.01% of the 13F portfolio, value $328,634.

    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 8,307 shares
    Change vs previous 13F +3,291 shares

    0.01% of the 13F portfolio, value $328,044.

    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 5,016 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,170.

    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).