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 TR (IBTF). 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 | 97,157 | -9,537 | -8.9% | 0.07% | $2.3M | $23.13 |
| 2025 Q2 | ADDED | 106,694 | +30,906 | +40.8% | 0.09% | $2.5M | $22.88 |
| 2025 Q1 | ADDED | 75,788 | +4,454 | +6.2% | 0.08% | $1.8M | $22.65 |
| 2024 Q4 | INITIATED | 71,334 | — | — | 0.08% | $1.7M | $22.44 |
As of 2025 Q4 — sorted by position size