Ownership history in Compound Planning, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ALPHABET INC (GOOGL). 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 | 155,130 | +22,370 | +16.8% | 1.42% | $48.6M | $312.78 |
| 2025 Q3 | ADDED | 132,760 | +10,017 | +8.2% | 1.04% | $32.3M | $242.77 |
| 2025 Q2 | REDUCED | 122,743 | -83 | -0.1% | 0.82% | $21.6M | $175.83 |
| 2025 Q1 | ADDED | 122,826 | +70 | +0.1% | 0.87% | $19.0M | $154.11 |
As of 2025 Q4 — sorted by position size