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Compound Planning, Inc.: MUB position timeline

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

Compound Planning, Inc. held 104,620 MUB 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 104,620 shares
    Change vs previous 13F -28,737 shares

    0.29% of the 13F portfolio, value $11,259,122.

    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 133,357 shares
    Change vs previous 13F +73,240 shares

    0.44% of the 13F portfolio, value $14,155,766.

    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 60,117 shares
    Change vs previous 13F +8,365 shares

    0.19% of the 13F portfolio, value $6,439,085.

    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 51,752 shares
    Change vs previous 13F +14,490 shares

    0.18% of the 13F portfolio, value $5,511,037.

    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 37,262 shares
    Change vs previous 13F +10,874 shares

    0.15% of the 13F portfolio, value $3,893,110.

    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 26,388 shares
    Change vs previous 13F -29,815 shares

    0.13% of the 13F portfolio, value $2,782,354.

    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 56,203 shares
    Change vs previous 13F +49,486 shares

    0.3% of the 13F portfolio, value $5,988,398.

    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 6,717 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $729,670.

    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).