Position in TLN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$330,847
+$47,052 QoQ
Shares Held
861
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#451
of 639 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TLN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Compound Planning, Inc. holds $4,783,973 across 5 Utilities - Independent Power Producers names. TLN ranks #4 (6.9% of the industry book) .
All Filings in TLN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,847 | 861 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $283,795 | 889 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $315,240 | 841 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $341,580 | 803 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $214,588 | 738 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||