Position in OSCR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$247,752
+$167,073 QoQ
Shares Held
8,687
+23.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#283
of 401 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Derivatives in OSCR
reported options exposure · as of Jun 30, 2026CallValue
$71,300
CallShares
2,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $11,482,987 across 7 Healthcare Plans names. OSCR ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
13,585 | $5,646,332 | |
| 2 | CVS |
CVS HEALTH Corp
|
32,607 | $3,373,193 | |
| 3 | CI |
Cigna Group
|
2,662 | $733,860 | |
| 4 | ELV |
Elevance Health, Inc.
|
1,811 | $700,368 | |
| 5 | HUM |
Humana Inc
|
1,342 | $533,068 | |
| 6 | CNC |
Centene Corp
|
3,870 | $248,414 | |
| 7 | OSCR |
Oscar Health, Inc.
This page
|
8,687 | $247,752 |
All Filings in OSCR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,300 | 2,500 | Call | Sole | 2026-08-04 | |
| 2026-06-30 | $247,752 | 8,687 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $80,679 | 7,034 | Shares | Other | 2026-05-14 | |
| 2026-03-31 | $114,700 | 10,000 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $143,700 | 10,000 | Call | Sole | 2026-02-19 | |
| 2025-09-30 | $136,769 | 7,225 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $189,300 | 10,000 | Call | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||