Position in COMP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$300,161
+$118,669 QoQ
Shares Held
24,344
-1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#269
of 432 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,144,727 across 3 Real Estate Services names. COMP ranks #2 (26.2% of the industry book) .
All Filings in COMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,161 | 24,344 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $181,492 | 24,828 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $229,876 | 21,748 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $133,581 | 21,271 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $180,274 | 20,650 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $58,500 | 10,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||