Compound Planning, Inc.

Q4 2025 13F Holdings

Location
New York, NY
Holdings as of
12/31/2025
Value
$3.41B
Value excl. options
$3.38B
Num holdings
1,206
Date filed
2/19/2026
Form type
13F-HR
Prev filing
11/10/2025
Next filing
5/14/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type