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Compound Planning, Inc.: XYZ position timeline

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

Compound Planning, Inc. held 16,690 XYZ 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 16,690 shares
    Change vs previous 13F +2,015 shares

    0.03% of the 13F portfolio, value $1,268,415.

    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 14,675 shares
    Change vs previous 13F +638 shares

    0.03% of the 13F portfolio, value $883,121.

    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 14,037 shares
    Change vs previous 13F -1,494 shares

    0.03% of the 13F portfolio, value $913,646.

    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 15,531 shares
    Change vs previous 13F +1,872 shares

    0.04% of the 13F portfolio, value $1,122,401.

    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 13,659 shares
    Change vs previous 13F +3,313 shares

    0.04% of the 13F portfolio, value $927,833.

    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 10,346 shares
    Change vs previous 13F -948 shares

    0.03% of the 13F portfolio, value $562,080.

    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 11,294 shares
    Change vs previous 13F +2,015 shares

    0.05% of the 13F portfolio, value $959,849.

    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 9,279 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $622,877.

    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).