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Disclosery

Compound Planning, Inc.: IBM position timeline

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

Compound Planning, Inc. held 42,292 IBM 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 42,292 shares
    Change vs previous 13F +8,054 shares

    0.31% of the 13F portfolio, value $11,892,875.

    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 34,238 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $8,298,926.

    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 34,236 shares
    Change vs previous 13F +2,738 shares

    0.3% of the 13F portfolio, value $10,141,002.

    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 31,498 shares
    Change vs previous 13F +2,167 shares

    0.29% of the 13F portfolio, value $8,887,484.

    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 29,331 shares
    Change vs previous 13F +1,401 shares

    0.33% of the 13F portfolio, value $8,646,250.

    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 27,930 shares
    Change vs previous 13F +2,695 shares

    0.32% of the 13F portfolio, value $6,945,003.

    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 25,235 shares
    Change vs previous 13F +1,943 shares

    0.28% of the 13F portfolio, value $5,547,354.

    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 23,292 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,149,378.

    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).