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Disclosery

Compound Planning, Inc.: SCHJ position timeline

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

Compound Planning, Inc. held 36,619 SCHJ 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 36,619 shares
    Change vs previous 13F +7,522 shares

    0.02% of the 13F portfolio, value $903,009.

    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 29,097 shares
    Change vs previous 13F +661 shares

    0.02% of the 13F portfolio, value $719,406.

    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 28,436 shares
    Change vs previous 13F +4,866 shares

    0.02% of the 13F portfolio, value $708,038.

    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 23,570 shares
    Change vs previous 13F +709 shares

    0.02% of the 13F portfolio, value $587,942.

    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 22,861 shares
    Change vs previous 13F -1,077 shares

    0.02% of the 13F portfolio, value $567,188.

    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 23,938 shares
    Change vs previous 13F -345 shares

    0.03% of the 13F portfolio, value $589,829.

    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 24,283 shares
    Change vs previous 13F +12,439 shares

    0.03% of the 13F portfolio, value $591,900.

    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 11,844 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $587,573.

    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).