Position in AXIAY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$684,393
+$684,393 QoQ
Shares Held
64,810
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#20
of 67 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXIAY Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Compound Planning, Inc. holds $684,393 across 1 Utilities - Renewable name. AXIAY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXIAY |
AXIA Energia S.A.
This page
|
64,810 | $684,393 |
All Filings in AXIAY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,393 | 64,810 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | — | 64,461 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | — | 62,260 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | — | 53,158 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | — | 50,145 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | — | 17,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | — | 32,264 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | — | 22,827 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | — | 25,178 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | — | 24,104 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||