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Compound Planning, Inc.

CIK
1978879
City
NEW YORK
State / Country
NY

Top Portfolio Positions

837 positions · $1,573,063,966 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

13 quarters · across all stocks

Holdings in CII

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Shares Held

Position Value (USD)

13 quarters on record
Report Date Value (USD) Shares
2026-03-31 $806,663 38,376
2025-12-31 $327,951 14,033
2025-09-30 $319,999 13,913
2025-06-30 $297,042 13,913
2025-03-31 $256,788 13,903
2024-12-31 $251,209 12,498
2024-09-30 $266,267 13,523
2024-06-30 $255,951 12,804
2024-03-31 $250,037 12,829
2023-12-31 $263,207 13,853
2023-09-30 $258,824 13,878
2023-06-30 $256,881 13,878
2023-03-31 $230,902 12,878