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Disclosery

Compound Planning, Inc.: HEFA position timeline

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

Compound Planning, Inc. held 6,192 HEFA 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 6,192 shares
    Change vs previous 13F -3,801 shares

    0.01% of the 13F portfolio, value $290,560.

    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 9,993 shares
    Change vs previous 13F -619 shares

    0.01% of the 13F portfolio, value $424,652.

    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 10,612 shares
    Change vs previous 13F -1,200 shares

    0.01% of the 13F portfolio, value $438,913.

    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 11,812 shares
    Change vs previous 13F -18,114 shares

    0.02% of the 13F portfolio, value $467,873.

    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 29,926 shares
    Change vs previous 13F +23,893 shares

    0.04% of the 13F portfolio, value $1,135,991.

    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 6,033 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,938.

    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).