Ownership history in Compound Planning, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ARM HOLDINGS PLC (ARM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,569 | +69 | +4.6% | 0.01% | $222K | $141.49 |
| 2025 Q2 | REDUCED | 1,500 | -805 | -34.9% | 0.01% | $243K | $161.74 |
| 2025 Q1 | ADDED | 2,305 | +120 | +5.5% | 0.01% | $246K | $106.79 |
| 2024 Q4 | ADDED | 2,185 | +589 | +36.9% | 0.01% | $270K | $123.36 |
As of 2025 Q4 — sorted by position size