LI LI AUTO INC

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.

Peak position
0.03% (2023 Q4)
Avg. % of fund
0.02%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
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
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LI price (monthly, adj. close)
← Back to Compound Planning, Inc. Holdings