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Disclosery

Compound Planning, Inc.: IWF position timeline

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

Compound Planning, Inc. held 177,468 IWF 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 177,468 shares
    Change vs previous 13F +139,230 shares

    0.58% of the 13F portfolio, value $22,036,151.

    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 38,238 shares
    Change vs previous 13F +12,493 shares

    0.5% of the 13F portfolio, value $16,304,680.

    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 25,745 shares
    Change vs previous 13F -3,953 shares

    0.36% of the 13F portfolio, value $12,184,909.

    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 29,698 shares
    Change vs previous 13F -285 shares

    0.45% of the 13F portfolio, value $13,910,771.

    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 29,983 shares
    Change vs previous 13F -6,682 shares

    0.48% of the 13F portfolio, value $12,730,074.

    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 36,665 shares
    Change vs previous 13F +31,954 shares

    0.6% of the 13F portfolio, value $13,239,232.

    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 4,711 shares
    Change vs previous 13F +2,164 shares

    0.1% of the 13F portfolio, value $1,891,840.

    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 2,547 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $956,257.

    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).