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Disclosery

Compound Planning, Inc.: IBTG position timeline

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

Compound Planning, Inc. held 84,816 IBTG 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 84,816 shares
    Change vs previous 13F -18,102 shares

    0.05% of the 13F portfolio, value $1,941,438.

    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 102,918 shares
    Change vs previous 13F -4,088 shares

    0.07% of the 13F portfolio, value $2,358,366.

    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 107,006 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,447,762.

    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).