Skip to content
Disclosery

Compound Planning, Inc.: DHI position timeline

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

Compound Planning, Inc. held 8,047 DHI 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 8,047 shares
    Change vs previous 13F +1,358 shares

    0.03% of the 13F portfolio, value $1,310,682.

    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 6,689 shares
    Change vs previous 13F -4,500 shares

    0.03% of the 13F portfolio, value $917,844.

    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 11,189 shares
    Change vs previous 13F +1,704 shares

    0.05% of the 13F portfolio, value $1,611,532.

    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 9,485 shares
    Change vs previous 13F +1,132 shares

    0.05% of the 13F portfolio, value $1,607,354.

    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 8,353 shares
    Change vs previous 13F -294 shares

    0.04% of the 13F portfolio, value $1,076,874.

    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 8,647 shares
    Change vs previous 13F +982 shares

    0.05% of the 13F portfolio, value $1,099,297.

    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 7,665 shares
    Change vs previous 13F +531 shares

    0.05% of the 13F portfolio, value $1,071,722.

    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 7,134 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,360,954.

    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).