Skip to content
Disclosery

Compound Planning, Inc.: MBS position timeline

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

Compound Planning, Inc. held 0 MBS shares at 2025-12-31 per its 13F-HR filed 2026-02-19.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,762 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 10,762 shares
    Change vs previous 13F -20,978 shares

    <0.01% of the 13F portfolio, value $93,898.

    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).

  3. period ended2025-06-30
    13F 31,740 shares
    Change vs previous 13F -11,718 shares

    0.01% of the 13F portfolio, value $274,073.

    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).

  4. period ended2025-03-31
    13F 43,458 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $377,213.

    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).