OR — OR ROYALTIES INC.

Ownership history in Compound Planning, Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in OR ROYALTIES INC. (OR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,816 -2,763 -15.7% 0.02% $594K $40.08
2025 Q2 INITIATED 17,579 — — 0.02% $452K $25.71
% of Fund (quarterly)    OR price (monthly, adj. close)

Other funds also holding OR

As of 2025 Q4 — sorted by position size

Lane Generational LLC 3Y 8.28% EdgePoint Investment Group Inc. 3Y 7Y 6.27% Euro Pacific Asset Management, LLC 3Y 4.01% SPROTT INC. 3Y 7Y 2.86% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 2.13% LOUISBOURG INVESTMENTS INC. 1.55% BARD ASSOCIATES INC 3Y 7Y 1.51% U S GLOBAL INVESTORS INC 3Y 7Y 1.3% Meixler Investment Management, Ltd. 3Y 1.22% HORIZON KINETICS ASSET MANAGEMENT LLC 3Y 7Y 0.87%
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