Position in OPEN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$406,785
+$5,668 QoQ
Shares Held
88,049
+2.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#141
of 406 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OPEN Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Compound Planning, Inc. holds $2,271,192 across 5 Real Estate Services names. OPEN ranks #3 (17.9% of the industry book) .
All Filings in OPEN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,785 | 88,049 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $401,117 | 85,709 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $505,845 | 86,766 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $818,152 | 102,654 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $86,766 | 162,788 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $177,325 | 173,849 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $286,475 | 179,047 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $406,166 | 203,083 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $390,232 | 212,083 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $678,944 | 224,074 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,217,713 | 271,811 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||