Skip to content
Disclosery

Compound Planning, Inc.: IVV position timeline

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

Compound Planning, Inc. held 157,511 IVV 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 157,511 shares
    Change vs previous 13F +13,044 shares

    3.09% of the 13F portfolio, value $117,958,626.

    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 144,467 shares
    Change vs previous 13F +5,248 shares

    2.91% of the 13F portfolio, value $94,367,066.

    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 139,219 shares
    Change vs previous 13F +4,214 shares

    2.82% of the 13F portfolio, value $95,356,763.

    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 135,005 shares
    Change vs previous 13F +18,866 shares

    2.93% of the 13F portfolio, value $90,358,880.

    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 116,139 shares
    Change vs previous 13F +4,344 shares

    2.73% of the 13F portfolio, value $72,110,734.

    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 111,795 shares
    Change vs previous 13F +15,042 shares

    2.87% of the 13F portfolio, value $62,817,474.

    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 96,753 shares
    Change vs previous 13F +14,904 shares

    2.88% of the 13F portfolio, value $56,956,608.

    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 81,849 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $47,212,256.

    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).