Position in H
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$262,265
+$57,537 QoQ
Shares Held
1,353
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 524 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $3,596,547 across 5 Lodging names. H ranks #5 (7.3% of the industry book) .
All Filings in H
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,265 | 1,353 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $204,728 | 1,277 | Shares | Defined | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||