Position in SAIA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$228,267
+$22,347 QoQ
Shares Held
542
+54.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#390
of 510 holders
Holding Since
Mar 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAIA Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Compound Planning, Inc. holds $2,094,294 across 4 Trucking names. SAIA ranks #4 (10.9% of the industry book) .
All Filings in SAIA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,267 | 542 | Shares | Other | 2026-08-04 | |
| 2024-03-31 | $205,920 | 352 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||