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Compound Planning, Inc.: CMF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on CMF, newest first. How the timeline and the estimate are built.

Compound Planning, Inc. held 86,886 CMF shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,886 shares
    Change vs previous 13F -12,975 shares

    0.13% of the 13F portfolio, value $5,008,099.

    13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,861 shares
    Change vs previous 13F +14,429 shares

    0.18% of the 13F portfolio, value $5,678,113.

    13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,432 shares
    Change vs previous 13F +6,438 shares

    0.15% of the 13F portfolio, value $4,908,921.

    13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 78,994 shares
    Change vs previous 13F +11,806 shares

    0.15% of the 13F portfolio, value $4,505,818.

    13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,188 shares
    Change vs previous 13F +11,460 shares

    0.14% of the 13F portfolio, value $3,745,043.

    13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 55,728 shares
    Change vs previous 13F +1,019 shares

    0.14% of the 13F portfolio, value $3,136,375.

    13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,709 shares
    Change vs previous 13F +10,726 shares

    0.16% of the 13F portfolio, value $3,133,733.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,983 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,555,840.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).