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Compound Planning, Inc.: CIBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on CIBR, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 9,755 CIBR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,755 shares
    Change vs previous 13F +2,420 shares

    0.02% of the 13F portfolio, value $876,471.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,335 shares
    Change vs previous 13F +33 shares

    0.01% of the 13F portfolio, value $459,750.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,302 shares
    Change vs previous 13F -5,230 shares

    0.02% of the 13F portfolio, value $521,755.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,532 shares
    Change vs previous 13F +4,646 shares

    0.03% of the 13F portfolio, value $952,586.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,886 shares
    Change vs previous 13F +1,185 shares

    0.02% of the 13F portfolio, value $596,051.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,701 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $422,143.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,741 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $427,691.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $399,141.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).