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Disclosery

Compound Planning, Inc.: MO position timeline

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

Compound Planning, Inc. held 35,245 MO 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 35,245 shares
    Change vs previous 13F +7,171 shares

    0.07% of the 13F portfolio, value $2,535,903.

    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 28,074 shares
    Change vs previous 13F +2,305 shares

    0.06% of the 13F portfolio, value $1,852,618.

    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 25,769 shares
    Change vs previous 13F -59,333 shares

    0.04% of the 13F portfolio, value $1,485,837.

    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 85,102 shares
    Change vs previous 13F +11,511 shares

    0.18% of the 13F portfolio, value $5,621,818.

    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 73,591 shares
    Change vs previous 13F +53,166 shares

    0.16% of the 13F portfolio, value $4,314,635.

    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 20,425 shares
    Change vs previous 13F +2,874 shares

    0.06% of the 13F portfolio, value $1,225,918.

    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 17,551 shares
    Change vs previous 13F +5,985 shares

    0.05% of the 13F portfolio, value $917,724.

    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 11,566 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $590,346.

    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).