Compound Planning, Inc.

Position in BSTZ — BlackRock Science & Technology Term Trust

CIK 1978879 NEW YORK, NY

Position in BSTZ

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$791,620

+$526,928 QoQ

Shares Held

26,361

+120.6% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#60

of 152 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,857,123 across 66 Asset Management names. BSTZ ranks #16 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	22,483	$2,645,573
2	PSLV	Sprott Physical Silver Trust	120,388	$2,271,721
3	BLK	BlackRock, Inc.	2,307	$2,218,318
4	KKR	KKR & Co. Inc.	21,869	$2,007,136
5	PHYS	Sprott Physical Gold Trust	56,181	$1,694,980
6	BPRE	Bluerock Private Real Estate Fund	116,815	$1,519,763
7	STT	State Street Corp	8,620	$1,461,951
8	BN	BROOKFIELD Corp /ON/	28,181	$1,200,228

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$791,620	26,361	+120.6%	Shares	Sole	2026-08-04
2026-03-31	$264,692	11,950	-1.6%	Shares	Sole	2026-05-14
2025-12-31	$274,711	12,150	0.0%	Shares	Sole	2026-02-19
2025-09-30	$269,244	12,150	-4.0%	Shares	Sole	2025-11-10
2025-06-30	$262,487	12,650	-0.6%	Shares	Sole	2025-08-14
2025-03-31	$225,741	12,725	+25.8%	Shares	Sole	2025-05-14
2023-09-30	$166,897	10,115	-11.9%	Shares	Sole	2023-11-09
2023-06-30	$207,830	11,476	-26.5%	Shares	Sole	2023-08-03
2023-03-31	$291,732	15,609	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.