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Disclosery

Compound Planning, Inc.: MA position timeline

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

Compound Planning, Inc. held 13,485 MA 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 13,485 shares
    Change vs previous 13F +4 shares

    0.18% of the 13F portfolio, value $6,925,849.

    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 13,481 shares
    Change vs previous 13F -2,139 shares

    0.21% of the 13F portfolio, value $6,736,035.

    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 15,620 shares
    Change vs previous 13F -313 shares

    0.26% of the 13F portfolio, value $8,917,367.

    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 15,933 shares
    Change vs previous 13F +1,140 shares

    0.29% of the 13F portfolio, value $9,062,847.

    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 14,793 shares
    Change vs previous 13F +1,617 shares

    0.31% of the 13F portfolio, value $8,312,700.

    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 13,176 shares
    Change vs previous 13F +1,597 shares

    0.33% of the 13F portfolio, value $7,222,097.

    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 11,579 shares
    Change vs previous 13F +2,517 shares

    0.31% of the 13F portfolio, value $6,097,337.

    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 9,062 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,475,026.

    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).