Ownership history in Compound Planning, Inc. · 1 quarter on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ISHARES TR (IBMN). 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 | INITIATED | 10,014 | — | — | 0.01% | $268K | $26.63 |