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Disclosery

Compound Planning, Inc.: USRT position timeline

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

Compound Planning, Inc. held 137,999 USRT 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 137,999 shares
    Change vs previous 13F -3,709 shares

    0.24% of the 13F portfolio, value $9,170,066.

    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 141,708 shares
    Change vs previous 13F +602 shares

    0.26% of the 13F portfolio, value $8,387,712.

    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 141,106 shares
    Change vs previous 13F -11,485 shares

    0.24% of the 13F portfolio, value $8,037,390.

    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 152,591 shares
    Change vs previous 13F +7,131 shares

    0.29% of the 13F portfolio, value $8,960,128.

    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 145,460 shares
    Change vs previous 13F +388 shares

    0.31% of the 13F portfolio, value $8,227,242.

    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 145,072 shares
    Change vs previous 13F +11,231 shares

    0.38% of the 13F portfolio, value $8,356,144.

    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 133,841 shares
    Change vs previous 13F +874 shares

    0.39% of the 13F portfolio, value $7,670,427.

    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 132,967 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $8,186,789.

    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).