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Compound Planning, Inc.: IWB position timeline

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

Compound Planning, Inc. held 17,492 IWB 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 17,492 shares
    Change vs previous 13F -4,524 shares

    0.19% of the 13F portfolio, value $7,162,875.

    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 22,016 shares
    Change vs previous 13F +9,021 shares

    0.24% of the 13F portfolio, value $7,849,932.

    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 12,995 shares
    Change vs previous 13F -644 shares

    0.14% of the 13F portfolio, value $4,852,831.

    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 13,639 shares
    Change vs previous 13F +23 shares

    0.16% of the 13F portfolio, value $4,984,616.

    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 13,616 shares
    Change vs previous 13F -1,051 shares

    0.17% of the 13F portfolio, value $4,623,524.

    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 14,667 shares
    Change vs previous 13F +1,156 shares

    0.21% of the 13F portfolio, value $4,498,981.

    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 13,511 shares
    Change vs previous 13F +797 shares

    0.22% of the 13F portfolio, value $4,352,695.

    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 12,714 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,997,154.

    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).