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Compound Planning, Inc.: SCHR position timeline

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

Compound Planning, Inc. held 61,871 SCHR 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 61,871 shares
    Change vs previous 13F +3,079 shares

    0.04% of the 13F portfolio, value $1,525,741.

    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 58,792 shares
    Change vs previous 13F -51,974 shares

    0.05% of the 13F portfolio, value $1,464,510.

    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 110,766 shares
    Change vs previous 13F -419 shares

    0.08% of the 13F portfolio, value $2,778,013.

    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 111,185 shares
    Change vs previous 13F +13,759 shares

    0.09% of the 13F portfolio, value $2,794,080.

    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 97,426 shares
    Change vs previous 13F +12,764 shares

    0.09% of the 13F portfolio, value $2,438,581.

    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 84,662 shares
    Change vs previous 13F +4,716 shares

    0.1% of the 13F portfolio, value $2,104,706.

    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 79,946 shares
    Change vs previous 13F +46,892 shares

    0.1% of the 13F portfolio, value $1,941,890.

    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 33,054 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,672,511.

    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).