GOOG ALPHABET INC

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.

Peak position
2.2% (2025 Q4)
Avg. % of fund
1.08%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
13
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
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GOOG price (monthly, adj. close)
← Back to Compound Planning, Inc. Holdings