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Compound Planning, Inc.: MPT position timeline

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

Compound Planning, Inc. held 105,759 MPT 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 105,759 shares
    Change vs previous 13F +3,008 shares

    0.01% of the 13F portfolio, value $488,604.

    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 102,751 shares
    Change vs previous 13F -788 shares

    0.01% of the 13F portfolio, value $475,739.

    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 103,539 shares
    Change vs previous 13F -3,118 shares

    0.02% of the 13F portfolio, value $517,694.

    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 106,657 shares
    Change vs previous 13F +10,562 shares

    0.02% of the 13F portfolio, value $540,749.

    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 96,095 shares
    Change vs previous 13F +26,847 shares

    0.02% of the 13F portfolio, value $414,165.

    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 69,248 shares
    Change vs previous 13F -2,365 shares

    0.02% of the 13F portfolio, value $417,559.

    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 71,613 shares
    Change vs previous 13F -25,182 shares

    0.01% of the 13F portfolio, value $282,869.

    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 96,795 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $566,251.

    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).