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Disclosery

Compound Planning, Inc.: SCHP position timeline

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

Compound Planning, Inc. held 11,219 SCHP 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 11,219 shares
    Change vs previous 13F -22,120 shares

    0.01% of the 13F portfolio, value $297,295.

    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 33,339 shares
    Change vs previous 13F -2,228 shares

    0.03% of the 13F portfolio, value $887,142.

    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 35,567 shares
    Change vs previous 13F +14,910 shares

    0.03% of the 13F portfolio, value $942,150.

    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 20,657 shares
    Change vs previous 13F +668 shares

    0.02% of the 13F portfolio, value $556,719.

    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 19,989 shares
    Change vs previous 13F -7,260 shares

    0.02% of the 13F portfolio, value $533,307.

    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 27,249 shares
    Change vs previous 13F -18,122 shares

    0.03% of the 13F portfolio, value $732,733.

    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 45,371 shares
    Change vs previous 13F +24,143 shares

    0.06% of the 13F portfolio, value $1,171,928.

    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 21,228 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,138,434.

    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).