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Compound Planning, Inc.: IEMG position timeline

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

Compound Planning, Inc. held 91,492 IEMG 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 91,492 shares
    Change vs previous 13F -420 shares

    0.2% of the 13F portfolio, value $7,579,236.

    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 91,912 shares
    Change vs previous 13F +37,232 shares

    0.2% of the 13F portfolio, value $6,410,913.

    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 54,680 shares
    Change vs previous 13F -1,220 shares

    0.11% of the 13F portfolio, value $3,675,592.

    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 55,900 shares
    Change vs previous 13F -5,285 shares

    0.12% of the 13F portfolio, value $3,684,917.

    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 61,185 shares
    Change vs previous 13F -7,352 shares

    0.14% of the 13F portfolio, value $3,672,959.

    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 68,537 shares
    Change vs previous 13F +15,926 shares

    0.17% of the 13F portfolio, value $3,698,925.

    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 52,611 shares
    Change vs previous 13F +613 shares

    0.14% of the 13F portfolio, value $2,747,342.

    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 51,998 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,985,177.

    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).