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Compound Planning, Inc.: IX position timeline

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

Compound Planning, Inc. held 25,465 IX 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 25,465 shares
    Change vs previous 13F +2,305 shares

    0.03% of the 13F portfolio, value $968,700.

    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 23,160 shares
    Change vs previous 13F +4,404 shares

    0.02% of the 13F portfolio, value $694,572.

    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 18,756 shares
    Change vs previous 13F +1,867 shares

    0.02% of the 13F portfolio, value $548,054.

    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 16,889 shares
    Change vs previous 13F +1,518 shares

    0.01% of the 13F portfolio, value $441,136.

    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 15,371 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $346,151.

    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 15,861 shares
    Change vs previous 13F +13,273 shares

    0.02% of the 13F portfolio, value $331,329.

    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 2,588 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $274,959.

    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 2,776 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $322,194.

    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).