Position in SF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$223,193
-$68,864 QoQ
Shares Held
3,199
-19.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#427
of 592 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Compound Planning, Inc. holds $67,408,928 across 11 Capital Markets names. SF ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
480,021 | $48,136,505 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,829 | $8,929,385 | |
| 3 | MS |
Morgan Stanley
|
24,480 | $5,117,299 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
23,429 | $2,039,259 | |
| 5 | SCHW |
Schwab Charles Corp
|
16,315 | $1,505,384 | |
| 6 | NMR |
Nomura Holdings Inc
|
46,084 | $404,616 | |
| 7 | EVR |
Evercore Inc.
|
1,173 | $400,508 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,198 | $331,681 |
All Filings in SF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,193 | 3,199 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $292,057 | 3,951 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $357,627 | 2,856 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $277,774 | 2,448 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $218,872 | 2,109 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||