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Compound Planning, Inc.: DFIV position timeline

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

Compound Planning, Inc. held 206,170 DFIV 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 206,170 shares
    Change vs previous 13F +12,764 shares

    0.29% of the 13F portfolio, value $11,137,293.

    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 193,406 shares
    Change vs previous 13F +9,643 shares

    0.31% of the 13F portfolio, value $10,207,956.

    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 183,763 shares
    Change vs previous 13F -55,332 shares

    0.27% of the 13F portfolio, value $9,169,743.

    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 239,095 shares
    Change vs previous 13F +2,336 shares

    0.36% of the 13F portfolio, value $11,027,041.

    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 236,759 shares
    Change vs previous 13F -31,153 shares

    0.38% of the 13F portfolio, value $10,140,373.

    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 267,912 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $10,545,002.

    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).