Ownership history in Compound Planning, Inc. · 4 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ISHARES INC (EWJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,447 | -3,278 | -48.7% | 0.01% | $276K | $77.32 |
| 2025 Q2 | REDUCED | 6,725 | -509 | -7.0% | 0.02% | $504K | $72.27 |
| 2025 Q1 | ADDED | 7,234 | +1,534 | +26.9% | 0.02% | $496K | $65.56 |
| 2024 Q4 | INITIATED | 5,700 | — | — | 0.02% | $382K | $64.16 |
As of 2025 Q4 — sorted by position size