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Disclosery

Compound Planning, Inc.: SCHV position timeline

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

Compound Planning, Inc. held 2,011,430 SCHV 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 2,011,430 shares
    Change vs previous 13F +36,988 shares

    1.83% of the 13F portfolio, value $70,017,873.

    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 1,974,442 shares
    Change vs previous 13F -118,801 shares

    1.86% of the 13F portfolio, value $60,220,479.

    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 2,093,243 shares
    Change vs previous 13F +2,555 shares

    1.83% of the 13F portfolio, value $61,980,943.

    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 2,090,688 shares
    Change vs previous 13F +209,251 shares

    1.97% of the 13F portfolio, value $60,859,939.

    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 1,881,437 shares
    Change vs previous 13F +387,359 shares

    1.97% of the 13F portfolio, value $52,059,364.

    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 1,494,078 shares
    Change vs previous 13F +136,280 shares

    1.81% of the 13F portfolio, value $39,712,583.

    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 1,357,798 shares
    Change vs previous 13F +927,284 shares

    1.79% of the 13F portfolio, value $35,397,793.

    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 430,514 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $34,600,371.

    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).