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Compound Planning, Inc.: CSHI position timeline

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

Compound Planning, Inc. held 149,064 CSHI 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 149,064 shares
    Change vs previous 13F -22,866 shares

    0.19% of the 13F portfolio, value $7,424,854.

    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 171,930 shares
    Change vs previous 13F +14,614 shares

    0.26% of the 13F portfolio, value $8,558,523.

    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 157,316 shares
    Change vs previous 13F -2,102 shares

    0.23% of the 13F portfolio, value $7,823,301.

    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 159,418 shares
    Change vs previous 13F +16,895 shares

    0.26% of the 13F portfolio, value $7,926,730.

    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 142,523 shares
    Change vs previous 13F +28,775 shares

    0.27% of the 13F portfolio, value $7,087,673.

    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 113,748 shares
    Change vs previous 13F +11,694 shares

    0.26% of the 13F portfolio, value $5,645,317.

    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 102,054 shares
    Change vs previous 13F +9,074 shares

    0.26% of the 13F portfolio, value $5,084,344.

    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 92,980 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $4,630,396.

    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).