Position in DE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,947,096
+$501,248 QoQ
Shares Held
4,646
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#833
of 2,638 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $24,423,812 across 5 Farm & Heavy Construction Machinery names. DE ranks #2 (12.1% of the industry book) .
All Filings in DE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,947,096 | 4,646 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,445,848 | 4,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,870,193 | 4,017 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,714,725 | 3,750 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,890,057 | 3,717 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,494,410 | 3,184 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $964,764 | 2,277 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $708,209 | 1,697 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $503,653 | 1,348 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $459,618 | 1,119 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $710,568 | 1,777 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $432,477 | 1,146 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $277,149 | 684 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $279,519 | 677 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||