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Compound Planning, Inc.: USIG position timeline

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

Compound Planning, Inc. held 54,383 USIG 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 54,383 shares
    Change vs previous 13F -28,243 shares

    0.07% of the 13F portfolio, value $2,789,319.

    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 82,626 shares
    Change vs previous 13F +903 shares

    0.13% of the 13F portfolio, value $4,232,951.

    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 81,723 shares
    Change vs previous 13F +4,922 shares

    0.13% of the 13F portfolio, value $4,230,810.

    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 76,801 shares
    Change vs previous 13F +56,914 shares

    0.13% of the 13F portfolio, value $4,010,534.

    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 19,887 shares
    Change vs previous 13F +15,137 shares

    0.04% of the 13F portfolio, value $1,022,963.

    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 4,750 shares
    Change vs previous 13F -6,684 shares

    0.01% of the 13F portfolio, value $242,630.

    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 11,434 shares
    Change vs previous 13F +3,572 shares

    0.03% of the 13F portfolio, value $574,902.

    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 7,862 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $413,384.

    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).