Ownership history in Compound Planning, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in APPLE INC (AAPL). 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 | 469,753 | +469,253 | +93850.6% | 3.75% | $127.7M | $271.61 |
| 2025 Q3 | REDUCED | 500 | -386,510 | -99.9% | 0.00% | $127K | $254.15 |
| 2025 Q3 | ADDED | 387,010 | +386,510 | +77302.0% | 3.19% | $98.5M | $254.15 |
| 2025 Q2 | REDUCED | 500 | -362,245 | -99.9% | 0.00% | $103K | $204.55 |
| 2025 Q2 | ADDED | 362,745 | +362,245 | +72449.0% | 2.81% | $74.4M | $204.55 |
| 2025 Q1 | REDUCED | 500 | -336,037 | -99.9% | 0.01% | $111K | $221.17 |
| 2025 Q1 | ADDED | 336,537 | +12,532 | +3.9% | 3.41% | $74.8M | $221.17 |
| 2024 Q4 | ADDED | 324,005 | +57,741 | +21.7% | 4.10% | $81.1M | $249.06 |
| 2024 Q3 | ADDED | 266,264 | +13,855 | +5.5% | 3.88% | $62.0M | $231.48 |
| 2024 Q2 | ADDED | 252,409 | +36,507 | +16.9% | 3.93% | $53.2M | $209.00 |
As of 2025 Q4 — sorted by position size