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Compound Planning, Inc.: IQI position timeline

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

Compound Planning, Inc. held 30,706 IQI 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 30,706 shares
    Change vs previous 13F +665 shares

    0.01% of the 13F portfolio, value $310,742.

    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 30,041 shares
    Change vs previous 13F +1,764 shares

    0.01% of the 13F portfolio, value $288,990.

    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 28,277 shares
    Change vs previous 13F +6,267 shares

    0.01% of the 13F portfolio, value $281,634.

    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 22,010 shares
    Change vs previous 13F +2,045 shares

    0.01% of the 13F portfolio, value $216,801.

    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 19,965 shares
    Change vs previous 13F -4,311 shares

    0.01% of the 13F portfolio, value $187,268.

    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 24,276 shares
    Change vs previous 13F +2,552 shares

    0.01% of the 13F portfolio, value $234,996.

    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 21,724 shares
    Change vs previous 13F -1,448 shares

    0.01% of the 13F portfolio, value $214,196.

    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 23,172 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,920.

    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).