Skip to content
Disclosery

Compound Planning, Inc.: IDEV position timeline

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

Compound Planning, Inc. held 21,309 IDEV 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 21,309 shares
    Change vs previous 13F -337 shares

    0.05% of the 13F portfolio, value $1,896,665.

    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 21,646 shares
    Change vs previous 13F +10,531 shares

    0.06% of the 13F portfolio, value $1,808,898.

    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 11,115 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $916,707.

    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 11,112 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $890,823.

    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 10,707 shares
    Change vs previous 13F -8,711 shares

    0.03% of the 13F portfolio, value $814,135.

    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 19,418 shares
    Change vs previous 13F -232 shares

    0.06% of the 13F portfolio, value $1,337,689.

    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 19,650 shares
    Change vs previous 13F +3,736 shares

    0.06% of the 13F portfolio, value $1,266,819.

    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 15,914 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,127,194.

    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).