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Compound Planning, Inc.: MINT position timeline

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

Compound Planning, Inc. held 214,644 MINT 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 214,644 shares
    Change vs previous 13F +121,057 shares

    0.57% of the 13F portfolio, value $21,638,259.

    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 93,587 shares
    Change vs previous 13F +5,704 shares

    0.29% of the 13F portfolio, value $9,412,009.

    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 87,883 shares
    Change vs previous 13F +25,881 shares

    0.26% of the 13F portfolio, value $8,818,224.

    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 62,002 shares
    Change vs previous 13F +16,414 shares

    0.2% of the 13F portfolio, value $6,243,008.

    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 45,588 shares
    Change vs previous 13F +1,127 shares

    0.17% of the 13F portfolio, value $4,583,223.

    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 44,461 shares
    Change vs previous 13F +3,068 shares

    0.2% of the 13F portfolio, value $4,473,675.

    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 41,393 shares
    Change vs previous 13F +8,136 shares

    0.21% of the 13F portfolio, value $4,153,419.

    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 33,257 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,348,626.

    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).