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Disclosery

Compound Planning, Inc.: IWM position timeline

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

Compound Planning, Inc. held 42,212 IWM 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 42,212 shares
    Change vs previous 13F -238 shares

    0.33% of the 13F portfolio, value $12,682,494.

    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 42,450 shares
    Change vs previous 13F -806 shares

    0.32% of the 13F portfolio, value $10,527,507.

    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 43,256 shares
    Change vs previous 13F +6,302 shares

    0.31% of the 13F portfolio, value $10,647,848.

    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 36,954 shares
    Change vs previous 13F -50 shares

    0.29% of the 13F portfolio, value $8,941,319.

    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 37,004 shares
    Change vs previous 13F -6,004 shares

    0.3% of the 13F portfolio, value $7,985,154.

    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 43,008 shares
    Change vs previous 13F -4,036 shares

    0.39% of the 13F portfolio, value $8,579,683.

    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 47,044 shares
    Change vs previous 13F +530 shares

    0.53% of the 13F portfolio, value $10,394,807.

    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 46,514 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $10,274,476.

    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).