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Disclosery

Compound Planning, Inc.: IBN position timeline

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

Compound Planning, Inc. held 34,015 IBN 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 34,015 shares
    Change vs previous 13F +6,312 shares

    0.03% of the 13F portfolio, value $987,467.

    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 27,703 shares
    Change vs previous 13F -24,044 shares

    0.02% of the 13F portfolio, value $717,518.

    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 51,747 shares
    Change vs previous 13F -4,465 shares

    0.05% of the 13F portfolio, value $1,542,073.

    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 56,212 shares
    Change vs previous 13F +3,542 shares

    0.06% of the 13F portfolio, value $1,699,301.

    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 52,670 shares
    Change vs previous 13F +10,908 shares

    0.07% of the 13F portfolio, value $1,771,809.

    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 41,762 shares
    Change vs previous 13F +1,227 shares

    0.06% of the 13F portfolio, value $1,316,329.

    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 40,535 shares
    Change vs previous 13F +6,998 shares

    0.06% of the 13F portfolio, value $1,210,366.

    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 33,537 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,001,071.

    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).