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Compound Planning, Inc.: IEFA position timeline

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

Compound Planning, Inc. held 249,619 IEFA 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 249,619 shares
    Change vs previous 13F +2,492 shares

    0.63% of the 13F portfolio, value $24,108,151.

    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 247,127 shares
    Change vs previous 13F +37,559 shares

    0.69% of the 13F portfolio, value $22,372,390.

    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 209,568 shares
    Change vs previous 13F +3,526 shares

    0.55% of the 13F portfolio, value $18,747,900.

    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 206,042 shares
    Change vs previous 13F +120,131 shares

    0.58% of the 13F portfolio, value $17,989,554.

    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 85,911 shares
    Change vs previous 13F +49,125 shares

    0.27% of the 13F portfolio, value $7,171,865.

    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 36,786 shares
    Change vs previous 13F -4,482 shares

    0.13% of the 13F portfolio, value $2,782,848.

    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 41,268 shares
    Change vs previous 13F +14,600 shares

    0.15% of the 13F portfolio, value $2,900,303.

    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 26,668 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,081,431.

    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).