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Disclosery

Compound Planning, Inc.: IVE position timeline

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

Compound Planning, Inc. held 18,322 IVE 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 18,322 shares
    Change vs previous 13F -905 shares

    0.11% of the 13F portfolio, value $4,160,074.

    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 19,227 shares
    Change vs previous 13F +12,099 shares

    0.13% of the 13F portfolio, value $4,059,778.

    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 7,128 shares
    Change vs previous 13F -1,164 shares

    0.04% of the 13F portfolio, value $1,511,500.

    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 8,292 shares
    Change vs previous 13F -2,723 shares

    0.06% of the 13F portfolio, value $1,712,283.

    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 11,015 shares
    Change vs previous 13F +244 shares

    0.08% of the 13F portfolio, value $2,152,518.

    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 10,771 shares
    Change vs previous 13F +1,537 shares

    0.09% of the 13F portfolio, value $2,052,777.

    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 9,234 shares
    Change vs previous 13F +7,431 shares

    0.09% of the 13F portfolio, value $1,762,532.

    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 1,803 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $355,569.

    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).