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Disclosery

Compound Planning, Inc.: EQH position timeline

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

Compound Planning, Inc. held 7,404 EQH 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 7,404 shares
    Change vs previous 13F -425 shares

    0.01% of the 13F portfolio, value $324,905.

    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 7,829 shares
    Change vs previous 13F -1,208 shares

    0.01% of the 13F portfolio, value $290,540.

    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 9,037 shares
    Change vs previous 13F -3,474 shares

    0.01% of the 13F portfolio, value $430,618.

    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 12,511 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $635,313.

    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 12,307 shares
    Change vs previous 13F +1,716 shares

    0.03% of the 13F portfolio, value $690,423.

    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 10,591 shares
    Change vs previous 13F +4,014 shares

    0.03% of the 13F portfolio, value $551,685.

    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 6,577 shares
    Change vs previous 13F +209 shares

    0.02% of the 13F portfolio, value $310,237.

    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 6,368 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $267,647.

    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).