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Compound Planning, Inc.: ITOT position timeline

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

Compound Planning, Inc. held 45,005 ITOT 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 45,005 shares
    Change vs previous 13F +1,897 shares

    0.19% of the 13F portfolio, value $7,393,008.

    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 43,108 shares
    Change vs previous 13F +20,761 shares

    0.19% of the 13F portfolio, value $6,139,887.

    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 22,347 shares
    Change vs previous 13F +7,389 shares

    0.1% of the 13F portfolio, value $3,322,748.

    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 14,958 shares
    Change vs previous 13F -2,582 shares

    0.07% of the 13F portfolio, value $2,178,648.

    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 17,540 shares
    Change vs previous 13F +2,300 shares

    0.09% of the 13F portfolio, value $2,368,570.

    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 15,240 shares
    Change vs previous 13F -642 shares

    0.08% of the 13F portfolio, value $1,859,433.

    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 15,882 shares
    Change vs previous 13F -706 shares

    0.1% of the 13F portfolio, value $2,042,695.

    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 16,588 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,083,789.

    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).