Skip to content
Disclosery

Compound Planning, Inc.: IJT position timeline

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

Compound Planning, Inc. held 53,150 IJT 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 53,150 shares
    Change vs previous 13F +486 shares

    0.25% of the 13F portfolio, value $9,492,589.

    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 52,664 shares
    Change vs previous 13F -1,625 shares

    0.24% of the 13F portfolio, value $7,621,030.

    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 54,289 shares
    Change vs previous 13F +809 shares

    0.23% of the 13F portfolio, value $7,663,478.

    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 53,480 shares
    Change vs previous 13F +5,797 shares

    0.24% of the 13F portfolio, value $7,567,374.

    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 47,683 shares
    Change vs previous 13F +3,105 shares

    0.24% of the 13F portfolio, value $6,343,686.

    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 44,578 shares
    Change vs previous 13F +6,198 shares

    0.25% of the 13F portfolio, value $5,549,923.

    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 38,380 shares
    Change vs previous 13F +7,807 shares

    0.26% of the 13F portfolio, value $5,195,470.

    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 30,573 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,264,637.

    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).