Skip to content
Disclosery

Compound Planning, Inc.: SHY position timeline

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

Compound Planning, Inc. held 40,696 SHY 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 40,696 shares
    Change vs previous 13F -1,178 shares

    0.09% of the 13F portfolio, value $3,341,541.

    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 41,874 shares
    Change vs previous 13F -3,124 shares

    0.11% of the 13F portfolio, value $3,457,589.

    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 44,998 shares
    Change vs previous 13F +579 shares

    0.11% of the 13F portfolio, value $3,726,729.

    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 44,419 shares
    Change vs previous 13F +3,500 shares

    0.12% of the 13F portfolio, value $3,684,960.

    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 40,919 shares
    Change vs previous 13F +4,993 shares

    0.13% of the 13F portfolio, value $3,390,558.

    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 35,926 shares
    Change vs previous 13F +9,246 shares

    0.14% of the 13F portfolio, value $2,972,131.

    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 26,680 shares
    Change vs previous 13F -1,936 shares

    0.11% of the 13F portfolio, value $2,187,214.

    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 28,616 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,379,432.

    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).