Position in SCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$605,477
-$129,522 QoQ
Shares Held
7,971
-10.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#286
of 544 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Compound Planning, Inc. holds $1,113,650 across 3 Personal Services names. SCI ranks #1 (54.4% of the industry book) .
All Filings in SCI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,477 | 7,971 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $734,999 | 8,908 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $761,532 | 9,767 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $831,451 | 9,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $770,451 | 9,465 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $738,802 | 9,212 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $681,503 | 8,538 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $608,076 | 7,704 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $535,893 | 7,534 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $422,551 | 5,694 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||