Compound Planning, Inc.: MGM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compound Planning, Inc. on MGM, newest first. How the timeline and the estimate are built.
Compound Planning, Inc. held 9,957 MGM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 9,957 sharesChange vs previous 13F +235 shares
0.01% of the 13F portfolio, value $476,028.
13F-HR 0001978879-26-000005 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,722 sharesChange vs previous 13F +1,304 shares
0.01% of the 13F portfolio, value $359,799.
13F-HR 0001978879-26-000003 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,418 sharesChange vs previous 13F +200 shares
0.01% of the 13F portfolio, value $307,161.
13F-HR 0001172661-26-001315 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,218 sharesChange vs previous 13F +221 shares
0.01% of the 13F portfolio, value $284,824.
13F-HR 0001172661-25-004675 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,997 sharesChange vs previous 13F +1,160 shares
0.01% of the 13F portfolio, value $275,005.
13F-HR 0001172661-25-003416 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,837 sharesChange vs previous 13F -2,346 shares
0.01% of the 13F portfolio, value $202,639.
13F-HR 0001172661-25-001834 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,183 sharesChange vs previous 13F -3,134 shares
0.02% of the 13F portfolio, value $318,179.
13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,317 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $481,459.
13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).