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Compound Planning, Inc.: SCHM position timeline

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

Compound Planning, Inc. held 67,057 SCHM 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 67,057 shares
    Change vs previous 13F -164 shares

    0.06% of the 13F portfolio, value $2,472,381.

    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 67,221 shares
    Change vs previous 13F +1,092 shares

    0.06% of the 13F portfolio, value $2,081,154.

    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 66,129 shares
    Change vs previous 13F +21 shares

    0.06% of the 13F portfolio, value $1,988,491.

    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 66,108 shares
    Change vs previous 13F +6,842 shares

    0.06% of the 13F portfolio, value $1,959,449.

    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 59,266 shares
    Change vs previous 13F -3,748 shares

    0.06% of the 13F portfolio, value $1,662,412.

    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 63,014 shares
    Change vs previous 13F +2,750 shares

    0.08% of the 13F portfolio, value $1,650,975.

    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 60,264 shares
    Change vs previous 13F +54,442 shares

    0.08% of the 13F portfolio, value $1,669,904.

    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 5,822 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $483,728.

    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).