Compound Planning, Inc.

Position in DYFI — IDX Dynamic Fixed Income ETF

CIK 1978879 NEW YORK, NY

Back to DYFI Full portfolio

All Filings in DYFI

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 DYFI	$9,705,831	426,949	-9.7%	Shares	Sole	2026-05-14
2025-12-31 DYFI	$10,909,710	472,896	-11.9%	Shares	Sole	2026-02-19
2025-09-30 DYFI	$12,520,947	537,034	+3.8%	Shares	Sole	2025-11-10
2025-06-30 DYFI	$11,988,983	517,324	+10.4%	Shares	Sole	2025-08-14
2025-03-31 DYFI	$10,827,141	468,606	+19.1%	Shares	Sole	2025-05-14
2024-12-31 DYFI	$9,160,926	393,443	+54.9%	Shares	Sole	2025-01-17
2024-09-30 DYFI	$6,080,664	253,996	-33.2%	Shares	Sole	2024-10-08
2024-06-30 DYFI	$9,067,664	380,371	+44.2%	Shares	Sole	2024-07-26
2024-03-31 DYFI	$6,568,625	263,832	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.