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Compound Planning, Inc.: SCHF position timeline

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

Compound Planning, Inc. held 680,467 SCHF 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 680,467 shares
    Change vs previous 13F -1,298 shares

    0.49% of the 13F portfolio, value $18,848,952.

    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 681,765 shares
    Change vs previous 13F -32,169 shares

    0.52% of the 13F portfolio, value $16,873,686.

    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 713,934 shares
    Change vs previous 13F +8,852 shares

    0.51% of the 13F portfolio, value $17,162,952.

    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 705,082 shares
    Change vs previous 13F -12,764 shares

    0.53% of the 13F portfolio, value $16,414,303.

    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 717,846 shares
    Change vs previous 13F -95,747 shares

    0.6% of the 13F portfolio, value $15,864,404.

    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 813,593 shares
    Change vs previous 13F -149,570 shares

    0.73% of the 13F portfolio, value $16,092,864.

    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 963,163 shares
    Change vs previous 13F +575,531 shares

    0.9% of the 13F portfolio, value $17,818,515.

    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 387,632 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $15,939,411.

    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).