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.
| 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 |
| 2025 Q1 | REDUCED | 187,302 | -9,490 | -4.8% | 1.33% | $29.3M | $155.69 |
| 2024 Q4 | ADDED | 196,792 | +77,269 | +64.6% | 1.89% | $37.5M | $189.57 |
| 2024 Q3 | ADDED | 119,523 | +17,792 | +17.5% | 1.25% | $20.0M | $166.24 |
| 2024 Q2 | ADDED | 101,731 | +30,447 | +42.7% | 1.38% | $18.7M | $182.13 |
| 2024 Q1 | ADDED | 71,284 | +31,970 | +81.3% | 1.00% | $10.9M | $151.02 |
| 2023 Q4 | ADDED | 39,314 | +30,371 | +339.6% | 0.77% | $5.5M | $139.78 |
As of 2025 Q4 — sorted by position size