Position in MA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$6,925,895
+$189,979 QoQ
Shares Held
13,485
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,039
of 3,555 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $27,802,848 across 10 Credit Services names. MA ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,346 | $8,695,958 | |
| 2 | MA |
Mastercard Inc
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|
13,485 | $6,925,895 | |
| 3 | AXP |
American Express Co
|
11,276 | $3,814,107 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
41,855 | $3,413,275 | |
| 5 | COF |
Capital One Financial Corp
|
12,296 | $2,466,822 | |
| 6 | SYF |
Synchrony Financial
|
10,808 | $821,947 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
38,730 | $694,428 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
10,608 | $458,053 |
All Filings in MA
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,925,895 | 13,485 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,735,916 | 13,481 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $8,917,145 | 15,620 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $9,062,849 | 15,933 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,312,778 | 14,793 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,222,029 | 13,176 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,097,154 | 11,579 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,474,815 | 9,062 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $2,635,489 | 5,974 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,121,015 | 10,634 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,281,994 | 7,695 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,232,140 | 5,638 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $230,080 | 585 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||