Compound Planning, Inc.: ZTS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on ZTS, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 7,084 ZTS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 7,084 sharesChange vs previous 13F -1,492 shares
0.01% of the 13F portfolio, value $509,073.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,576 sharesChange vs previous 13F +891 shares
0.03% of the 13F portfolio, value $1,013,778.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,685 sharesChange vs previous 13F -138 shares
0.03% of the 13F portfolio, value $966,860.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,823 sharesChange vs previous 13F +61 shares
0.04% of the 13F portfolio, value $1,144,594.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,762 sharesChange vs previous 13F +514 shares
0.05% of the 13F portfolio, value $1,210,472.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,248 sharesChange vs previous 13F +597 shares
0.05% of the 13F portfolio, value $1,193,337.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,651 sharesChange vs previous 13F +626 shares
0.05% of the 13F portfolio, value $1,083,627.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,025 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,177,235.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).