Skip to content
Disclosery

Compound Planning, Inc.: IJH position timeline

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

Compound Planning, Inc. held 26,879 IJH 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 26,879 shares
    Change vs previous 13F -309 shares

    0.05% of the 13F portfolio, value $2,072,598.

    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 27,188 shares
    Change vs previous 13F +4,165 shares

    0.06% of the 13F portfolio, value $1,836,014.

    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 23,023 shares
    Change vs previous 13F +280 shares

    0.04% of the 13F portfolio, value $1,519,491.

    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 22,743 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $1,484,205.

    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 22,693 shares
    Change vs previous 13F +226 shares

    0.05% of the 13F portfolio, value $1,407,405.

    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 22,467 shares
    Change vs previous 13F -1,838 shares

    0.06% of the 13F portfolio, value $1,310,940.

    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 24,305 shares
    Change vs previous 13F +6,276 shares

    0.08% of the 13F portfolio, value $1,514,471.

    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 18,029 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,123,555.

    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).