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Compound Planning, Inc.: SHYG position timeline

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

Compound Planning, Inc. held 31,252 SHYG 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 31,252 shares
    Change vs previous 13F +2,790 shares

    0.03% of the 13F portfolio, value $1,325,417.

    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 28,462 shares
    Change vs previous 13F -23,959 shares

    0.04% of the 13F portfolio, value $1,204,225.

    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 52,421 shares
    Change vs previous 13F +686 shares

    0.07% of the 13F portfolio, value $2,247,266.

    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 51,735 shares
    Change vs previous 13F +13,087 shares

    0.07% of the 13F portfolio, value $2,240,126.

    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 38,648 shares
    Change vs previous 13F +10,016 shares

    0.06% of the 13F portfolio, value $1,667,294.

    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 28,632 shares
    Change vs previous 13F -15,379 shares

    0.06% of the 13F portfolio, value $1,217,433.

    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 44,011 shares
    Change vs previous 13F -9,476 shares

    0.09% of the 13F portfolio, value $1,875,317.

    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 53,487 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,322,417.

    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).