Ownership history in Compound Planning, Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in ISHARES TR (INTF). 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 Q4 | ADDED | 2,005,671 | +44,916 | +2.3% | 2.22% | $75.7M | $37.75 |
| 2025 Q3 | ADDED | 1,960,755 | +189,049 | +10.7% | 2.28% | $70.4M | $35.42 |
| 2025 Q2 | ADDED | 1,771,706 | +42,230 | +2.4% | 2.29% | $60.6M | $33.76 |
| 2025 Q1 | ADDED | 1,729,476 | +191,516 | +12.5% | 2.43% | $53.3M | $29.92 |
| 2024 Q4 | ADDED | 1,537,960 | +389,581 | +33.9% | 2.23% | $44.2M | $27.86 |
| 2024 Q3 | ADDED | 1,148,379 | +413,298 | +56.2% | 2.26% | $36.1M | $30.05 |
| 2024 Q2 | ADDED | 735,081 | +290,658 | +65.4% | 1.59% | $21.5M | $27.95 |
| 2024 Q1 | ADDED | 444,423 | +410,547 | +1211.9% | 1.22% | $13.3M | $27.98 |
| 2023 Q4 | INITIATED | 33,876 | — | — | 0.13% | $950K | — |
As of 2025 Q4 — sorted by position size