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Compound Planning, Inc.: MBB position timeline

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

Compound Planning, Inc. held 17,579 MBB 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 17,579 shares
    Change vs previous 13F -7,454 shares

    0.04% of the 13F portfolio, value $1,661,567.

    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 25,033 shares
    Change vs previous 13F +4,605 shares

    0.07% of the 13F portfolio, value $2,376,870.

    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 20,428 shares
    Change vs previous 13F -104,776 shares

    0.06% of the 13F portfolio, value $1,945,189.

    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 125,204 shares
    Change vs previous 13F +13,979 shares

    0.39% of the 13F portfolio, value $11,913,126.

    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 111,225 shares
    Change vs previous 13F +12,730 shares

    0.39% of the 13F portfolio, value $10,442,870.

    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 98,495 shares
    Change vs previous 13F +7,092 shares

    0.42% of the 13F portfolio, value $9,236,905.

    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 91,403 shares
    Change vs previous 13F +39,903 shares

    0.42% of the 13F portfolio, value $8,379,823.

    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 51,500 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,934,220.

    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).