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Compound Planning, Inc.: IBIT position timeline

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

Compound Planning, Inc. held 175,418 IBIT 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 175,418 shares
    Change vs previous 13F +50,189 shares

    0.15% of the 13F portfolio, value $5,839,665.

    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 125,229 shares
    Change vs previous 13F +17,502 shares

    0.15% of the 13F portfolio, value $4,811,298.

    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 107,727 shares
    Change vs previous 13F +19,349 shares

    0.16% of the 13F portfolio, value $5,348,646.

    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 88,378 shares
    Change vs previous 13F +73,554 shares

    0.19% of the 13F portfolio, value $5,744,570.

    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 14,824 shares
    Change vs previous 13F -6,194 shares

    0.03% of the 13F portfolio, value $907,377.

    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 21,018 shares
    Change vs previous 13F +2,362 shares

    0.04% of the 13F portfolio, value $983,853.

    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 18,656 shares
    Change vs previous 13F +5,461 shares

    0.05% of the 13F portfolio, value $989,701.

    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 13,195 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $476,726.

    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).