Compound Planning, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,897,040
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/9/2026 | 1,356 | 3,897,040 | 13F-HR/A - RESTATEMENT | Compound Planning, Inc. |
| Q3 2026 | 11/5/2026 | 1,364 | 3,913,151 | 13F-HR | Compound Planning, Inc. |
| Q2 2026 | 8/4/2026 | 1,260 | 3,839,234 | 13F-HR | Compound Planning, Inc. |
| Q1 2026 | 5/14/2026 | 1,209 | 3,259,231 | 13F-HR | Compound Planning, Inc. |
| Q4 2025 | 2/19/2026 | 1,206 | 3,409,619 | 13F-HR | Compound Planning, Inc. |
| Q3 2025 | 11/10/2025 | 1,165 | 3,093,514 | 13F-HR | Compound Planning, Inc. |
| Q2 2025 | 8/14/2025 | 1,110 | 2,645,525 | 13F-HR | Compound Planning, Inc. |
| Q1 2025 | 5/14/2025 | 1,038 | 2,194,411 | 13F-HR | Compound Planning, Inc. |
| Q4 2024 | 1/17/2025 | 970 | 1,979,627 | 13F-HR | Atomi Financial Group, Inc. |
| Q3 2024 | 10/8/2024 | 908 | 1,600,332 | 13F-HR | Atomi Financial Group, Inc. |
| Q2 2024 | 7/26/2024 | 792 | 1,351,054 | 13F-HR | Atomi Financial Group, Inc. |
| Q1 2024 | 5/7/2024 | 729 | 1,084,030 | 13F-HR | Atomi Financial Group, Inc. |
| Q4 2023 | 2/8/2024 | 601 | 722,829 | 13F-HR | Atomi Financial Group, Inc. |
| Q3 2023 | 11/9/2023 | 348 | 299,497 | 13F-HR | Atomi Financial Group, Inc. |
| Q2 2023 | 8/3/2023 | 275 | 219,246 | 13F-HR | Atomi Financial Group, Inc. |
| Q1 2023 | 6/7/2023 | 224 | 178,999 | 13F-HR | Atomi Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
25.22 K
(0.6% of total reported value)
· QoQ Δ:
+8.899 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.059 M | 53.2% | 71.5 K | 0 | 71.5 K |
| ETFs | 1.797 M | 46.4% | 0 | 23.52 K | -23.52 K |
| Debt | 14.38 K | 0.4% | 413 | 0 | 413 |
| Other | 989 | 0.0% | 500 | 0 | 500 |
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Fund Snapshot
Q3 2026
Latest filed
11/9/2026
Total value ($000)
3,897,040
Holdings
1356
QoQ value change ($000)
57,806
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.