Compound Planning, Inc.: CAH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on CAH, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 2,489 CAH shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 2,489 sharesChange vs previous 13F +19 shares
0.02% of the 13F portfolio, value $591,363.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,470 sharesChange vs previous 13F -143 shares
0.02% of the 13F portfolio, value $521,992.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,613 sharesChange vs previous 13F +222 shares
0.02% of the 13F portfolio, value $536,984.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,391 sharesChange vs previous 13F +281 shares
0.01% of the 13F portfolio, value $375,297.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,110 sharesChange vs previous 13F +45 shares
0.01% of the 13F portfolio, value $354,484.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,065 sharesChange vs previous 13F +47 shares
0.01% of the 13F portfolio, value $284,497.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,018 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $238,669.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).