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Disclosery

Compound Planning, Inc.: MSFT position timeline

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

Compound Planning, Inc. held 135,077 MSFT 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 135,077 shares
    Change vs previous 13F +19,076 shares

    1.32% of the 13F portfolio, value $50,386,209.

    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 116,001 shares
    Change vs previous 13F -7,044 shares

    1.32% of the 13F portfolio, value $42,940,020.

    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 123,045 shares
    Change vs previous 13F +10,482 shares

    1.76% of the 13F portfolio, value $59,507,344.

    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 112,563 shares
    Change vs previous 13F +8,320 shares

    1.89% of the 13F portfolio, value $58,301,792.

    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 104,243 shares
    Change vs previous 13F +20,143 shares

    1.96% of the 13F portfolio, value $51,851,376.

    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 84,100 shares
    Change vs previous 13F -2,270 shares

    1.44% of the 13F portfolio, value $31,570,343.

    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 86,370 shares
    Change vs previous 13F +23,868 shares

    1.84% of the 13F portfolio, value $36,405,162.

    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 62,502 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $26,894,569.

    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).