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Compound Planning, Inc.: SHG position timeline

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

Compound Planning, Inc. held 17,756 SHG 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 17,756 shares
    Change vs previous 13F +936 shares

    0.03% of the 13F portfolio, value $1,123,078.

    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 16,820 shares
    Change vs previous 13F +539 shares

    0.03% of the 13F portfolio, value $1,031,405.

    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 16,281 shares
    Change vs previous 13F +892 shares

    0.03% of the 13F portfolio, value $873,151.

    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 15,389 shares
    Change vs previous 13F +1,194 shares

    0.03% of the 13F portfolio, value $775,144.

    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 14,195 shares
    Change vs previous 13F +2,954 shares

    0.02% of the 13F portfolio, value $641,330.

    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 11,241 shares
    Change vs previous 13F -3,790 shares

    0.02% of the 13F portfolio, value $360,611.

    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 15,031 shares
    Change vs previous 13F -2,806 shares

    0.02% of the 13F portfolio, value $494,219.

    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 17,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $755,754.

    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).