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 KIMBERLY-CLARK CORP (KMB). 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 | 2,223 | -562 | -20.2% | 0.01% | $276K | $121.35 |
| 2025 Q2 | ADDED | 2,785 | +729 | +35.5% | 0.01% | $359K | $124.59 |
| 2025 Q1 | REDUCED | 2,056 | -411 | -16.7% | 0.01% | $292K | $136.16 |
| 2024 Q4 | ADDED | 2,467 | +62 | +2.6% | 0.02% | $323K | $124.35 |
| 2024 Q3 | ADDED | 2,405 | +104 | +4.5% | 0.02% | $342K | $133.82 |
| 2024 Q2 | ADDED | 2,301 | +276 | +13.6% | 0.02% | $318K | $128.92 |
| 2024 Q1 | ADDED | 2,025 | +282 | +16.2% | 0.02% | $262K | $119.59 |
| 2023 Q4 | INITIATED | 1,743 | — | — | 0.03% | $212K | — |
As of 2025 Q4 — sorted by position size