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Compound Planning, Inc.: CMG position timeline

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

Compound Planning, Inc. held 24,674 CMG 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 24,674 shares
    Change vs previous 13F +569 shares

    0.02% of the 13F portfolio, value $838,908.

    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 24,105 shares
    Change vs previous 13F -4,582 shares

    0.02% of the 13F portfolio, value $771,594.

    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 28,687 shares
    Change vs previous 13F -693 shares

    0.03% of the 13F portfolio, value $1,061,419.

    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 29,380 shares
    Change vs previous 13F -1,743 shares

    0.04% of the 13F portfolio, value $1,151,388.

    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 31,123 shares
    Change vs previous 13F +2,960 shares

    0.07% of the 13F portfolio, value $1,747,565.

    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 28,163 shares
    Change vs previous 13F -2,101 shares

    0.06% of the 13F portfolio, value $1,414,040.

    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 30,264 shares
    Change vs previous 13F +3,791 shares

    0.09% of the 13F portfolio, value $1,824,899.

    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 26,473 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,525,375.

    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).