Position in HQH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$307,553
-$94,486 QoQ
Shares Held
17,288
-18.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
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 HQH 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. HQH ranks #35 (0.8% 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 HQH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,553 | 17,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $402,039 | 21,227 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $391,850 | 21,227 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $351,111 | 22,667 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,128 | 22,668 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $399,966 | 24,920 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $432,728 | 23,240 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $409,559 | 23,457 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $309,532 | 18,359 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $305,119 | 18,414 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $312,461 | 20,094 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $308,639 | 18,102 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $330,813 | 18,743 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||