Skip to content
Disclosery

Compound Planning, Inc.: USHY position timeline

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

Compound Planning, Inc. held 19,130 USHY 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 19,130 shares
    Change vs previous 13F -497 shares

    0.02% of the 13F portfolio, value $708,219.

    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 19,627 shares
    Change vs previous 13F +962 shares

    0.02% of the 13F portfolio, value $723,060.

    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 18,665 shares
    Change vs previous 13F +1,140 shares

    0.02% of the 13F portfolio, value $698,001.

    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 17,525 shares
    Change vs previous 13F +1,988 shares

    0.02% of the 13F portfolio, value $662,097.

    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 15,537 shares
    Change vs previous 13F +2,448 shares

    0.02% of the 13F portfolio, value $582,787.

    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 13,089 shares
    Change vs previous 13F -352 shares

    0.02% of the 13F portfolio, value $481,801.

    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 13,441 shares
    Change vs previous 13F -8,216 shares

    0.02% of the 13F portfolio, value $494,478.

    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 21,657 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $815,376.

    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).