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Compound Planning, Inc.: IFRA position timeline

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

Compound Planning, Inc. held 377,211 IFRA 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 377,211 shares
    Change vs previous 13F +45,405 shares

    0.62% of the 13F portfolio, value $23,779,369.

    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 331,806 shares
    Change vs previous 13F -5,754 shares

    0.59% of the 13F portfolio, value $18,979,294.

    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 337,560 shares
    Change vs previous 13F +29,497 shares

    0.53% of the 13F portfolio, value $17,762,383.

    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 308,063 shares
    Change vs previous 13F +58,521 shares

    0.53% of the 13F portfolio, value $16,271,893.

    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 249,542 shares
    Change vs previous 13F +22,704 shares

    0.46% of the 13F portfolio, value $12,274,986.

    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 226,838 shares
    Change vs previous 13F +90,935 shares

    0.47% of the 13F portfolio, value $10,223,598.

    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 135,903 shares
    Change vs previous 13F +42,854 shares

    0.32% of the 13F portfolio, value $6,290,952.

    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 93,049 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,370,504.

    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).