Position in CAH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$591,286
+$69,352 QoQ
Shares Held
2,489
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#841
of 1,484 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CAH Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $3,523,860 across 4 Medical Distribution names. CAH ranks #2 (16.8% of the industry book) .
All Filings in CAH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,286 | 2,489 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $521,934 | 2,470 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $536,971 | 2,613 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $375,291 | 2,391 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $354,480 | 2,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $284,495 | 2,065 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $238,668 | 2,018 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||