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Compound Planning, Inc.: IGSB position timeline

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

Compound Planning, Inc. held 160,754 IGSB 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 160,754 shares
    Change vs previous 13F -3,545 shares

    0.22% of the 13F portfolio, value $8,425,089.

    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 164,299 shares
    Change vs previous 13F -20,417 shares

    0.27% of the 13F portfolio, value $8,635,564.

    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 184,716 shares
    Change vs previous 13F +5,936 shares

    0.29% of the 13F portfolio, value $9,767,796.

    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 178,780 shares
    Change vs previous 13F +21,909 shares

    0.31% of the 13F portfolio, value $9,480,715.

    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 156,871 shares
    Change vs previous 13F +47 shares

    0.31% of the 13F portfolio, value $8,276,518.

    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 156,824 shares
    Change vs previous 13F +16,353 shares

    0.37% of the 13F portfolio, value $8,212,895.

    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 140,471 shares
    Change vs previous 13F +21,510 shares

    0.37% of the 13F portfolio, value $7,262,353.

    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 118,961 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,264,504.

    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).