Compound Planning, Inc.

Q2 2026 13F Holdings

Location
New York, NY
Holdings as of
6/30/2026
Value
$3.84B
Value excl. options
$3.82B
Num holdings
1,260
Date filed
8/4/2026
Form type
13F-HR
Prev filing
5/14/2026
Next filing
11/5/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type