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Disclosery

Compound Planning, Inc.: IUSB position timeline

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

Compound Planning, Inc. held 720,843 IUSB 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 720,843 shares
    Change vs previous 13F +87,391 shares

    0.87% of the 13F portfolio, value $33,266,927.

    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 633,452 shares
    Change vs previous 13F +59,455 shares

    0.9% of the 13F portfolio, value $29,259,143.

    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 573,997 shares
    Change vs previous 13F +53,413 shares

    0.79% of the 13F portfolio, value $26,713,814.

    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 520,584 shares
    Change vs previous 13F -5,576 shares

    0.79% of the 13F portfolio, value $24,316,473.

    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 526,160 shares
    Change vs previous 13F +50,006 shares

    0.92% of the 13F portfolio, value $24,324,388.

    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 476,154 shares
    Change vs previous 13F +42,390 shares

    1% of the 13F portfolio, value $21,941,173.

    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 433,764 shares
    Change vs previous 13F +149,832 shares

    0.99% of the 13F portfolio, value $19,606,154.

    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 283,932 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $13,378,862.

    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).