Ownership history in Compound Planning, Inc. · 5 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in LI AUTO INC (LI). 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 | ADDED | 9,568 | +261 | +2.8% | 0.01% | $242K | $25.34 |
| 2025 Q2 | REDUCED | 9,307 | -6,174 | -39.9% | 0.01% | $252K | $27.11 |
| 2025 Q1 | ADDED | 15,481 | +4,186 | +37.1% | 0.02% | $390K | $25.20 |
| 2024 Q4 | ADDED | 11,295 | +5,896 | +109.2% | 0.01% | $271K | $23.99 |
As of 2025 Q4 — sorted by position size