Compound Planning, Inc. SEC EDGAR Filings (CIK 0001978879)

SEC EDGAR filings, ownership reports, and insider transactions for Compound Planning, Inc..

Business address
115 Broadway, 5 Th Floor, New York, NY, 10006
Top securities (13F)
AAPL, IVV, VEA, INTF, GOOG, SCHG, NVDA, SCHV, HOOD, COIN, MSFT, BND, LRGF, AMZN, VOO, GOOGL, META, VWO, AVGO, and VB
State of incorporation
CA
Fiscal year end
31 December
Former names
Atomi Financial Group, Inc. (to 17 Jan 2025)
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Compound Planning, Inc. has filed 13 SEC EDGAR filings since 07 Jun 2023

Latest Filings

Recent SEC filings for Compound Planning, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Feb 2026 31 Dec 2025 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2025 30 Sep 2025 028-23288
N-PX Open N-PX document View SEC filing for N-PX 17 Sep 2025 30 Jun 2025 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Oct 2024 30 Sep 2024 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Mar 2024 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2023 30 Jun 2023 028-23288
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jun 2023 31 Mar 2023 028-23288

About this filer

Compound Planning, Inc. files with the SEC under CIK 0001978879. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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