Compound Planning, Inc.
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 1978879
NEW YORK, NY
All Filings in SMLV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $300,067 | 2,189 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SMLV | $292,812 | 2,233 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 SMLV | $291,396 | 2,246 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SMLV | $279,620 | 2,235 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMLV | $280,143 | 2,280 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SMLV | $289,464 | 2,268 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||