Ownership history in Compound Planning, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ENERGY TRANSFER L P (ET). 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 | REDUCED | 12,904 | -31,625 | -71.0% | 0.01% | $221K | $16.51 |
| 2025 Q2 | ADDED | 44,529 | +6,444 | +16.9% | 0.03% | $807K | $17.12 |
| 2025 Q1 | ADDED | 38,085 | +6,152 | +19.3% | 0.03% | $708K | $17.22 |
| 2024 Q4 | REDUCED | 31,933 | -907 | -2.8% | 0.03% | $626K | $17.86 |
| 2024 Q3 | ADDED | 32,840 | +3,472 | +11.8% | 0.03% | $527K | $14.36 |
| 2024 Q2 | ADDED | 29,368 | +6,674 | +29.4% | 0.04% | $476K | $14.23 |
| 2024 Q1 | REDUCED | 22,694 | -1,929 | -7.8% | 0.03% | $357K | $13.53 |
| 2023 Q4 | ADDED | 24,623 | +105 | +0.4% | 0.05% | $340K | $11.60 |
| 2023 Q3 | INITIATED | 24,518 | — | — | 0.11% | $344K | — |
As of 2025 Q4 — sorted by position size