Skip to content
Disclosery

Compound Planning, Inc.: IWR position timeline

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

Compound Planning, Inc. held 11,482 IWR 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 11,482 shares
    Change vs previous 13F -488 shares

    0.03% of the 13F portfolio, value $1,266,680.

    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 11,970 shares
    Change vs previous 13F -456 shares

    0.04% of the 13F portfolio, value $1,163,852.

    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 12,426 shares
    Change vs previous 13F -808 shares

    0.04% of the 13F portfolio, value $1,196,292.

    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 13,234 shares
    Change vs previous 13F -1,287 shares

    0.04% of the 13F portfolio, value $1,277,777.

    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 14,521 shares
    Change vs previous 13F -507 shares

    0.05% of the 13F portfolio, value $1,335,510.

    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 15,028 shares
    Change vs previous 13F +4,993 shares

    0.06% of the 13F portfolio, value $1,278,400.

    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 10,035 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $887,061.

    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).