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Disclosery

Compound Planning, Inc.: CHT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on CHT, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 11,955 CHT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,955 shares
    Change vs previous 13F +961 shares

    0.01% of the 13F portfolio, value $529,145.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,994 shares
    Change vs previous 13F +642 shares

    0.01% of the 13F portfolio, value $464,402.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,352 shares
    Change vs previous 13F +550 shares

    0.01% of the 13F portfolio, value $431,797.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,802 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $427,579.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,551 shares
    Change vs previous 13F +1,330 shares

    0.02% of the 13F portfolio, value $445,172.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,221 shares
    Change vs previous 13F +605 shares

    0.01% of the 13F portfolio, value $322,345.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,616 shares
    Change vs previous 13F +1,140 shares

    0.01% of the 13F portfolio, value $286,742.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,476 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $256,903.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).