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Disclosery

Compound Planning, Inc.: IJS position timeline

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

Compound Planning, Inc. held 9,750 IJS 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 9,750 shares
    Change vs previous 13F -834 shares

    0.03% of the 13F portfolio, value $1,332,686.

    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 10,584 shares
    Change vs previous 13F -940 shares

    0.04% of the 13F portfolio, value $1,253,707.

    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 11,524 shares
    Change vs previous 13F -732 shares

    0.04% of the 13F portfolio, value $1,310,484.

    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 12,256 shares
    Change vs previous 13F -58,734 shares

    0.04% of the 13F portfolio, value $1,355,404.

    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 70,990 shares
    Change vs previous 13F +6,661 shares

    0.27% of the 13F portfolio, value $7,062,832.

    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 64,329 shares
    Change vs previous 13F +3,941 shares

    0.29% of the 13F portfolio, value $6,270,786.

    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 60,388 shares
    Change vs previous 13F +9,664 shares

    0.33% of the 13F portfolio, value $6,558,722.

    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 50,724 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,460,906.

    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).