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Compound Planning, Inc.: SCHB position timeline

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

Compound Planning, Inc. held 670,509 SCHB 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 670,509 shares
    Change vs previous 13F +12,191 shares

    0.51% of the 13F portfolio, value $19,417,950.

    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 658,318 shares
    Change vs previous 13F +637 shares

    0.51% of the 13F portfolio, value $16,523,788.

    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 657,681 shares
    Change vs previous 13F +19,540 shares

    0.51% of the 13F portfolio, value $17,250,986.

    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 638,141 shares
    Change vs previous 13F +8,765 shares

    0.53% of the 13F portfolio, value $16,406,603.

    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 629,376 shares
    Change vs previous 13F +82,895 shares

    0.57% of the 13F portfolio, value $14,998,034.

    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 546,481 shares
    Change vs previous 13F -147,697 shares

    0.54% of the 13F portfolio, value $11,765,743.

    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 694,178 shares
    Change vs previous 13F +530,853 shares

    0.8% of the 13F portfolio, value $15,757,833.

    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 163,325 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $10,864,361.

    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).