Position in RS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$345,252
+$35,006 QoQ
Shares Held
1,136
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Mar 31, 2026Compound Planning, Inc. holds $2,513,222 across 5 Steel names. RS ranks #4 (13.7% of the industry book) .
All Filings in RS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,252 | 1,136 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $310,246 | 1,074 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $313,406 | 1,116 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $305,738 | 974 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $293,081 | 1,015 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $264,682 | 983 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $284,293 | 983 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $291,312 | 1,020 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $301,096 | 901 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $219,548 | 785 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||