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Compound Planning, Inc.: MUFG position timeline

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

Compound Planning, Inc. held 205,851 MUFG 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 205,851 shares
    Change vs previous 13F +21,706 shares

    0.11% of the 13F portfolio, value $4,094,373.

    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 184,145 shares
    Change vs previous 13F +10,415 shares

    0.1% of the 13F portfolio, value $3,124,938.

    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 173,730 shares
    Change vs previous 13F +20,887 shares

    0.08% of the 13F portfolio, value $2,755,355.

    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 152,843 shares
    Change vs previous 13F +27,223 shares

    0.08% of the 13F portfolio, value $2,436,316.

    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 125,620 shares
    Change vs previous 13F +4,646 shares

    0.07% of the 13F portfolio, value $1,723,501.

    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 120,974 shares
    Change vs previous 13F +18,962 shares

    0.08% of the 13F portfolio, value $1,648,870.

    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 102,012 shares
    Change vs previous 13F +8,853 shares

    0.06% of the 13F portfolio, value $1,195,581.

    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 93,159 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $948,363.

    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).