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Compound Planning, Inc.: SCHA position timeline

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

Compound Planning, Inc. held 178,805 SCHA 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 178,805 shares
    Change vs previous 13F +3,840 shares

    0.17% of the 13F portfolio, value $6,460,222.

    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 174,965 shares
    Change vs previous 13F -12,303 shares

    0.16% of the 13F portfolio, value $5,087,970.

    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 187,268 shares
    Change vs previous 13F -5,851 shares

    0.16% of the 13F portfolio, value $5,333,397.

    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 193,119 shares
    Change vs previous 13F +9,635 shares

    0.17% of the 13F portfolio, value $5,388,020.

    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 183,484 shares
    Change vs previous 13F -15,244 shares

    0.18% of the 13F portfolio, value $4,642,143.

    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 198,728 shares
    Change vs previous 13F -13,219 shares

    0.21% of the 13F portfolio, value $4,656,188.

    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 211,947 shares
    Change vs previous 13F +109,778 shares

    0.28% of the 13F portfolio, value $5,480,943.

    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 102,169 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $5,261,703.

    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).