Ownership history in Compound Planning, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in TOTALENERGIES SE (TTE). 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 | 17,204 | +2,177 | +14.5% | 0.03% | $1.0M | $59.69 |
| 2025 Q2 | ADDED | 15,027 | +1,012 | +7.2% | 0.03% | $923K | $60.40 |
| 2025 Q1 | ADDED | 14,015 | +4,124 | +41.7% | 0.04% | $907K | $62.65 |
| 2024 Q4 | REDUCED | 9,891 | -6,603 | -40.0% | 0.03% | $539K | $52.09 |
| 2024 Q3 | ADDED | 16,494 | +33 | +0.2% | 0.07% | $1.1M | $60.82 |
| 2024 Q2 | ADDED | 16,461 | +1,374 | +9.1% | 0.08% | $1.1M | $61.96 |
| 2024 Q1 | ADDED | 15,087 | +1,136 | +8.1% | 0.10% | $1.0M | $63.14 |
| 2023 Q4 | INITIATED | 13,951 | — | — | 0.13% | $940K | — |
As of 2025 Q4 — sorted by position size