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Compound Planning, Inc.: MMM position timeline

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

Compound Planning, Inc. held 9,215 MMM 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 9,215 shares
    Change vs previous 13F +375 shares

    0.04% of the 13F portfolio, value $1,491,961.

    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 8,840 shares
    Change vs previous 13F +319 shares

    0.04% of the 13F portfolio, value $1,283,783.

    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 8,521 shares
    Change vs previous 13F -18,140 shares

    0.04% of the 13F portfolio, value $1,364,135.

    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 26,661 shares
    Change vs previous 13F +29 shares

    0.13% of the 13F portfolio, value $4,137,259.

    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 26,632 shares
    Change vs previous 13F +43 shares

    0.15% of the 13F portfolio, value $4,054,501.

    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 26,589 shares
    Change vs previous 13F -1,019 shares

    0.18% of the 13F portfolio, value $3,904,891.

    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 27,608 shares
    Change vs previous 13F -121 shares

    0.18% of the 13F portfolio, value $3,563,978.

    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 27,729 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,790,610.

    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).