Position in OGN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$165,270
-$50,381 QoQ
Shares Held
27,591
-8.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in OGN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
124,737 | $31,388,818 | |
| 2 | JNJ |
Johnson & Johnson
|
65,795 | $16,709,955 | |
| 3 | LLY |
ELI LILLY & Co
|
10,900 | $13,073,787 | |
| 4 | MRK |
Merck & Co., Inc.
|
101,296 | $13,016,535 | |
| 5 | PFE |
Pfizer Inc
|
242,706 | $5,844,359 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
40,613 | $5,131,046 | |
| 7 | NVS |
Novartis AG
|
30,759 | $4,820,549 | |
| 8 | AMGN |
Amgen Inc
|
8,559 | $3,099,384 |
All Filings in OGN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,270 | 27,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $215,651 | 30,077 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $475,270 | 44,501 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $449,878 | 46,475 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $720,422 | 48,383 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $592,294 | 39,698 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $804,110 | 42,034 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $687,716 | 33,223 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $617,730 | 32,858 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $465,261 | 32,265 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $562,082 | 32,378 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $678,926 | 32,625 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $696,780 | 29,625 | Shares | Sole | 2023-06-07 | |
| No filing history on record for this holder in this stock. | ||||||