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 META PLATFORMS INC (META). 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 | REDUCED | 72,515 | -3,188 | -4.2% | 1.40% | $47.9M | $659.53 |
| 2025 Q3 | ADDED | 75,703 | +6,328 | +9.1% | 1.80% | $55.6M | $733.15 |
| 2025 Q2 | ADDED | 69,375 | +68,375 | +6837.5% | 1.94% | $51.2M | $736.36 |
| 2025 Q1 | REDUCED | 1,000 | -72,706 | -98.6% | 0.03% | $576K | $574.57 |
| 2025 Q1 | ADDED | 73,706 | +7,781 | +11.8% | 1.94% | $42.5M | $574.57 |
| 2024 Q4 | ADDED | 65,925 | +4,122 | +6.7% | 1.95% | $38.6M | $583.17 |
| 2024 Q3 | ADDED | 61,803 | +634 | +1.0% | 2.21% | $35.4M | $569.69 |
| 2024 Q2 | ADDED | 61,169 | +13,071 | +27.2% | 2.28% | $30.8M | $501.32 |
| 2024 Q1 | ADDED | 48,098 | +445 | +0.9% | 2.15% | $23.4M | $482.31 |
| 2023 Q4 | ADDED | 47,653 | +32,528 | +215.1% | 2.33% | $16.9M | $351.20 |
As of 2025 Q4 — sorted by position size