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Compound Planning, Inc.: SCHC position timeline

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

Compound Planning, Inc. held 95,665 SCHC 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 95,665 shares
    Change vs previous 13F -6,054 shares

    0.12% of the 13F portfolio, value $4,603,413.

    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 101,719 shares
    Change vs previous 13F +3,162 shares

    0.15% of the 13F portfolio, value $4,754,351.

    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 98,557 shares
    Change vs previous 13F -9,822 shares

    0.13% of the 13F portfolio, value $4,487,305.

    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 108,379 shares
    Change vs previous 13F -15,818 shares

    0.16% of the 13F portfolio, value $4,932,318.

    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 124,197 shares
    Change vs previous 13F -3,088 shares

    0.2% of the 13F portfolio, value $5,289,567.

    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 127,285 shares
    Change vs previous 13F +120,815 shares

    0.21% of the 13F portfolio, value $4,566,974.

    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 6,470 shares
    Change vs previous 13F +877 shares

    0.01% of the 13F portfolio, value $222,103.

    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 5,593 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $215,498.

    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).