Compound Planning, Inc.'s ownership history for DFIV

Compound Planning, Inc. currently holds 193.4K shares with a market value of $10.2M. It started holding DFIV on 2025-03-31. At its peak, it held 267.9K shares on 2025-03-31. Its highest holding value was $11.0M on 2025-09-30. At its lowest, it held 183.8K shares on 2025-12-31, with a value of $9.2M on 2025-12-31. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 45.7K. In the recent year, Compound Planning, Inc. has decreased its shares by 74.5K.