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Disclosery

Compound Planning, Inc.: PM position timeline

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

Compound Planning, Inc. held 21,306 PM 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 21,306 shares
    Change vs previous 13F +3,691 shares

    0.1% of the 13F portfolio, value $3,854,340.

    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 17,615 shares
    Change vs previous 13F -451 shares

    0.09% of the 13F portfolio, value $2,912,562.

    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 18,066 shares
    Change vs previous 13F +2,830 shares

    0.09% of the 13F portfolio, value $2,897,788.

    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 15,236 shares
    Change vs previous 13F -393 shares

    0.08% of the 13F portfolio, value $2,471,310.

    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 15,629 shares
    Change vs previous 13F +3,003 shares

    0.11% of the 13F portfolio, value $2,846,541.

    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 12,626 shares
    Change vs previous 13F +2,796 shares

    0.09% of the 13F portfolio, value $2,004,082.

    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 9,830 shares
    Change vs previous 13F +831 shares

    0.06% of the 13F portfolio, value $1,183,009.

    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 8,999 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,092,467.

    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).