Ownership history in Compound Planning, Inc. · 10 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in GLOBAL X FDS (QDIV). 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 | 14,183 | +630 | +4.6% | 0.01% | $492K | $34.49 |
| 2025 Q3 | ADDED | 13,553 | +229 | +1.7% | 0.02% | $477K | $34.64 |
| 2025 Q2 | ADDED | 13,324 | +1,398 | +11.7% | 0.02% | $451K | $33.09 |
| 2025 Q1 | ADDED | 11,926 | +1,471 | +14.1% | 0.02% | $419K | $34.04 |
| 2024 Q4 | ADDED | 10,455 | +175 | +1.7% | 0.02% | $363K | $33.44 |
| 2024 Q3 | REDUCED | 10,280 | -185 | -1.8% | 0.02% | $374K | $34.76 |
| 2024 Q2 | ADDED | 10,465 | +984 | +10.4% | 0.03% | $348K | $31.56 |
| 2024 Q1 | ADDED | 9,481 | +467 | +5.2% | 0.03% | $329K | $32.66 |
| 2023 Q4 | REDUCED | 9,014 | -207 | -2.2% | 0.04% | $291K | $30.23 |
| 2023 Q3 | INITIATED | 9,221 | — | — | 0.09% | $281K | — |
As of 2025 Q4 — sorted by position size