Position in ECC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$50,936
-$59,771 QoQ
Shares Held
13,547
-29.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Compound Planning, Inc. holds $38,871,876 across 66 Asset Management names. ECC ranks #65 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 |
All Filings in ECC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,936 | 13,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $110,707 | 19,220 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $106,321 | 16,085 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $111,904 | 14,609 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $113,003 | 13,951 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $121,620 | 13,696 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $140,731 | 14,273 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $108,359 | 10,782 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $124,636 | 12,328 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $220,314 | 23,191 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $156,878 | 15,456 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,771 | 10,509 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $114,983 | 10,294 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||