Ownership history in Compound Planning, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ALPHABET INC (GOOG). 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 Q4 | ADDED | 238,966 | +22,275 | +10.3% | 2.20% | $75.0M | $313.58 |
| 2025 Q3 | ADDED | 216,691 | +23,581 | +12.2% | 1.71% | $52.8M | $243.22 |
| 2025 Q2 | ADDED | 193,110 | +192,810 | +64270.0% | 1.29% | $34.3M | $176.99 |
| 2025 Q2 | REDUCED | 300 | -187,002 | -99.8% | 0.00% | $53K | $176.99 |
As of 2025 Q4 — sorted by position size