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Disclosery

Compound Planning, Inc.: IEF position timeline

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

Compound Planning, Inc. held 60,587 IEF 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 60,587 shares
    Change vs previous 13F -768 shares

    0.15% of the 13F portfolio, value $5,729,676.

    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 61,355 shares
    Change vs previous 13F -1,880 shares

    0.18% of the 13F portfolio, value $5,855,718.

    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 63,235 shares
    Change vs previous 13F +1,700 shares

    0.18% of the 13F portfolio, value $6,080,683.

    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 61,535 shares
    Change vs previous 13F +3,671 shares

    0.19% of the 13F portfolio, value $5,935,642.

    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 57,864 shares
    Change vs previous 13F +4,779 shares

    0.21% of the 13F portfolio, value $5,541,660.

    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 53,085 shares
    Change vs previous 13F -2,043 shares

    0.23% of the 13F portfolio, value $5,062,704.

    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 55,128 shares
    Change vs previous 13F +147 shares

    0.26% of the 13F portfolio, value $5,096,620.

    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 54,981 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,394,775.

    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).