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Compound Planning, Inc.: LQD position timeline

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

Compound Planning, Inc. held 55,882 LQD 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 55,882 shares
    Change vs previous 13F +3,675 shares

    0.16% of the 13F portfolio, value $6,095,073.

    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 52,207 shares
    Change vs previous 13F -19,138 shares

    0.18% of the 13F portfolio, value $5,690,071.

    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 71,345 shares
    Change vs previous 13F +5,034 shares

    0.23% of the 13F portfolio, value $7,861,462.

    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 66,311 shares
    Change vs previous 13F +10,847 shares

    0.24% of the 13F portfolio, value $7,391,731.

    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 55,464 shares
    Change vs previous 13F +5,337 shares

    0.23% of the 13F portfolio, value $6,079,360.

    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 50,127 shares
    Change vs previous 13F -11,570 shares

    0.25% of the 13F portfolio, value $5,448,283.

    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 61,697 shares
    Change vs previous 13F +2,177 shares

    0.33% of the 13F portfolio, value $6,591,744.

    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 59,520 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,724,567.

    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).