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Disclosery

Compound Planning, Inc.: SCHX position timeline

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

Compound Planning, Inc. held 50,937 SCHX 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 50,937 shares
    Change vs previous 13F -3,322 shares

    0.04% of the 13F portfolio, value $1,499,088.

    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 54,259 shares
    Change vs previous 13F +3,340 shares

    0.04% of the 13F portfolio, value $1,391,204.

    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 50,919 shares
    Change vs previous 13F +11,398 shares

    0.04% of the 13F portfolio, value $1,370,229.

    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 39,521 shares
    Change vs previous 13F -2,322 shares

    0.03% of the 13F portfolio, value $1,040,981.

    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 41,843 shares
    Change vs previous 13F +7,599 shares

    0.04% of the 13F portfolio, value $1,022,642.

    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 34,244 shares
    Change vs previous 13F +2,726 shares

    0.03% of the 13F portfolio, value $756,106.

    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 31,518 shares
    Change vs previous 13F +26,193 shares

    0.04% of the 13F portfolio, value $730,596.

    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 5,325 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $361,295.

    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).