Position in CDP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,547
+$405 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#296
of 323 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 20261 NORTH WEALTH SERVICES LLC holds $2,547 across 1 REIT - Office name. CDP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDP |
Copt Defense Properties
This page
|
70 | $2,547 |
All Filings in CDP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,547 | 70 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,142 | 70 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,946 | 70 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,034 | 70 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,930 | 70 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,908 | 70 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||