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Disclosery

Compound Planning, Inc.: UMC position timeline

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

Compound Planning, Inc. held 72,566 UMC 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 72,566 shares
    Change vs previous 13F +10,936 shares

    0.05% of the 13F portfolio, value $1,974,521.

    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 61,630 shares
    Change vs previous 13F +8,486 shares

    0.02% of the 13F portfolio, value $553,437.

    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 53,144 shares
    Change vs previous 13F +8,371 shares

    0.01% of the 13F portfolio, value $417,712.

    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 44,773 shares
    Change vs previous 13F -5,587 shares

    0.01% of the 13F portfolio, value $339,379.

    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 50,360 shares
    Change vs previous 13F +14,515 shares

    0.01% of the 13F portfolio, value $385,254.

    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 35,845 shares
    Change vs previous 13F +16,292 shares

    0.01% of the 13F portfolio, value $256,292.

    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 19,553 shares
    Change vs previous 13F -17,722 shares

    0.01% of the 13F portfolio, value $126,899.

    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 37,275 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $313,856.

    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).