Skip to content
Disclosery

Compound Planning, Inc.: IYW position timeline

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

Compound Planning, Inc. held 128,742 IYW 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 128,742 shares
    Change vs previous 13F -10,141 shares

    0.85% of the 13F portfolio, value $32,472,722.

    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 138,883 shares
    Change vs previous 13F +5,237 shares

    0.78% of the 13F portfolio, value $25,196,235.

    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 133,646 shares
    Change vs previous 13F -1,375 shares

    0.79% of the 13F portfolio, value $26,686,353.

    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 135,021 shares
    Change vs previous 13F +13,045 shares

    0.86% of the 13F portfolio, value $26,445,174.

    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 121,976 shares
    Change vs previous 13F +7,242 shares

    0.8% of the 13F portfolio, value $21,134,835.

    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 114,734 shares
    Change vs previous 13F +11,893 shares

    0.74% of the 13F portfolio, value $16,113,301.

    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 102,841 shares
    Change vs previous 13F +9,987 shares

    0.83% of the 13F portfolio, value $16,405,268.

    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 92,854 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $14,078,450.

    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).