Compound Planning, Inc.

Q2 2025 13F Holdings

Location
New York, NY
Holdings as of
6/30/2025
Value
$2.65B
Value excl. options
$2.64B
Num holdings
1,110
Date filed
8/14/2025
Form type
13F-HR
Prev filing
5/14/2025
Next filing
11/10/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type