Compound Planning, Inc. historic quarter change: Foreign Warrants, Sold out
In warrants (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Compound Planning, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1978879), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-19); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Matson Money. Inc. | United States | $3.261B | 9 |
| Fund Evaluation Group, LLC | United States | $3.255B | 73 |
| Ameritas Investment Partners, Inc. | United States | $3.254B | 3,722 |
| Moran Wealth Management, LLC | United States | $3.266B | 780 |
| BAIN CAPITAL INVESTORS LLC | United States | $3.268B | 7 |
| SCHARF INVESTMENTS, LLC | United States | $3.245B | 70 |
| SteelPeak Wealth, LLC | United States | $3.275B | 575 |
| FIRST NATIONAL BANK OF OMAHA | United States | $3.239B | 852 |
| EverSource Wealth Advisors, LLC | United States | $3.282B | 27,822 |
| PARK NATIONAL CORP /OH/ | United States | $3.282B | 605 |