Ownership history in Compound Planning, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in SUPER MICRO COMPUTER INC (SMCI). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 7,159 | +6,159 | +615.9% | 0.01% | $210K | $29.27 |
| 2025 Q3 | REDUCED | 1,000 | -6,617 | -86.9% | 0.00% | $48K | $47.94 |
| 2025 Q3 | ADDED | 7,617 | +69 | +0.9% | 0.01% | $365K | $47.94 |
| 2025 Q2 | ADDED | 7,548 | +425 | +6.0% | 0.01% | $370K | $49.01 |
As of 2025 Q4 — sorted by position size