Compound Planning, Inc.

Position in BSTZ — BlackRock Science & Technology Term Trust

CIK 1978879 NEW YORK, NY

Position in BSTZ

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$264,692

-$10,019 QoQ

Shares Held

11,950

-1.6% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 14.853556485355648.ToString("F0")% Shared 0.ToString("F0")% None 85.14644351464436.ToString("F0")%

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $38,871,876 across 66 Asset Management names. BSTZ ranks #43 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	191,820	$3,186,130
2	PSLV	Sprott Physical Silver Trust	114,557	$2,794,045
3	BX	Blackstone Inc.	23,148	$2,661,788
4	BLK	BlackRock, Inc.	2,111	$2,030,169
5	KKR	KKR & Co. Inc.	21,715	$2,008,637
6	PHYS	Sprott Physical Gold Trust	44,841	$1,589,165
7	DNP	Dnp Select Income Fund Inc	108,406	$1,116,581
8	BN	BROOKFIELD Corp /ON/	27,036	$1,094,146

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.