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Disclosery

Compound Planning, Inc.: MU position timeline

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

Compound Planning, Inc. held 18,602 MU 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 18,602 shares
    Change vs previous 13F +3,803 shares

    0.56% of the 13F portfolio, value $21,471,906.

    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 14,799 shares
    Change vs previous 13F +962 shares

    0.15% of the 13F portfolio, value $4,999,703.

    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 13,837 shares
    Change vs previous 13F +2,517 shares

    0.12% of the 13F portfolio, value $3,949,211.

    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 11,320 shares
    Change vs previous 13F +924 shares

    0.06% of the 13F portfolio, value $1,894,004.

    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 10,396 shares
    Change vs previous 13F -1,905 shares

    0.05% of the 13F portfolio, value $1,281,312.

    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 12,301 shares
    Change vs previous 13F +3,642 shares

    0.05% of the 13F portfolio, value $1,068,839.

    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 8,659 shares
    Change vs previous 13F +1,840 shares

    0.04% of the 13F portfolio, value $728,773.

    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 6,819 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $707,223.

    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).