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Compound Planning, Inc.: IGIB position timeline

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

Compound Planning, Inc. held 168,033 IGIB 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 168,033 shares
    Change vs previous 13F -832 shares

    0.23% of the 13F portfolio, value $8,934,310.

    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 168,865 shares
    Change vs previous 13F -59,172 shares

    0.28% of the 13F portfolio, value $8,986,983.

    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 228,037 shares
    Change vs previous 13F +737 shares

    0.36% of the 13F portfolio, value $12,286,609.

    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 227,300 shares
    Change vs previous 13F +43,031 shares

    0.4% of the 13F portfolio, value $12,294,673.

    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 184,269 shares
    Change vs previous 13F +41,707 shares

    0.37% of the 13F portfolio, value $9,819,676.

    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 142,562 shares
    Change vs previous 13F -3,740 shares

    0.34% of the 13F portfolio, value $7,487,336.

    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 146,302 shares
    Change vs previous 13F +20,801 shares

    0.38% of the 13F portfolio, value $7,536,001.

    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 125,501 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,741,896.

    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).