Compound Planning, Inc.

Position in CHE — Chemed Corp

CIK 1978879 NEW YORK, NY

Position in CHE

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

Position Value

$210,979

New position

Shares Held

453

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#409

of 527 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $1,655,383 across 4 Medical Care Facilities names. CHE ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,726	$672,949
2	THC	Tenet Healthcare Corp	2,410	$450,862
3	DVA	Davita Inc.	1,441	$320,593
4	CHE	Chemed Corp This page	453	$210,979

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,979	453	—	Shares	Other	2026-08-04
No filing history on record for this holder in this stock.