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Disclosery

Compound Planning, Inc.: IVZ position timeline

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

Compound Planning, Inc. held 14,636 IVZ 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 14,636 shares
    Change vs previous 13F -677 shares

    0.01% of the 13F portfolio, value $386,264.

    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 15,313 shares
    Change vs previous 13F +2,475 shares

    0.01% of the 13F portfolio, value $371,945.

    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 12,838 shares
    Change vs previous 13F +2,947 shares

    0.01% of the 13F portfolio, value $337,243.

    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 9,891 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,892.

    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).