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Equibles

Compound Planning, Inc.

Position in HQH — abrdn Healthcare Investors

CIK 1978879 NEW YORK, NY
Back to HQH Full portfolio

Position in HQH

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$518,398
+$210,845 QoQ
Shares Held
23,585
+36.4% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#48
of 125 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HQH Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $41,857,123 across 66 Asset Management names. HQH ranks #28 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 22,483 $2,645,573
2 PSLV
Sprott Physical Silver Trust
 120,388 $2,271,721
3 BLK
BlackRock, Inc.
 2,307 $2,218,318
4 KKR
KKR & Co. Inc.
 21,869 $2,007,136
5 PHYS
Sprott Physical Gold Trust
 56,181 $1,694,980
6 BPRE
Bluerock Private Real Estate Fund
 116,815 $1,519,763
7 STT
State Street Corp
 8,620 $1,461,951
8 BN
BROOKFIELD Corp /ON/
 28,181 $1,200,228

All Filings in HQH

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $518,398 23,585
2026-03-31 $307,553 17,288
2025-12-31 $402,039 21,227
2025-09-30 $391,850 21,227
2025-06-30 $351,111 22,667
2025-03-31 $368,128 22,668
2024-12-31 $399,966 24,920
2024-09-30 $432,728 23,240
2024-06-30 $409,559 23,457
2024-03-31 $309,532 18,359
2023-12-31 $305,119 18,414
2023-09-30 $312,461 20,094
2023-06-30 $308,639 18,102
2023-03-31 $330,813 18,743