Position in RS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$516,688
+$171,436 QoQ
Shares Held
1,383
+21.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#419
of 687 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Compound Planning, Inc. holds $3,279,126 across 6 Steel names. RS ranks #3 (15.8% of the industry book) .
All Filings in RS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,688 | 1,383 | Shares | Sole | 2026-08-04 | |
| 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. | ||||||