Klingman & Associates, LLC

Position in COMP — Compass, Inc.

CIK 1662449 New York, NY

Position in COMP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$868,512

+$353,516 QoQ

Shares Held

70,439

-0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#213

of 432 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Klingman & Associates, LLC holds $6,770,269 across 2 Real Estate Services names. COMP ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JLL	Jones Lang Lasalle Inc	19,041	$5,901,757
2	COMP	Compass, Inc. This page	70,439	$868,512

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,512	70,439	-0.0%	Shares	Sole	2026-07-29
2026-03-31	$514,996	70,451	-58.7%	Shares	Sole	2026-05-14
2025-12-31	$1,801,667	170,451	-1.1%	Shares	Sole	2026-01-29
2025-09-30	$1,383,769	172,325	0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,082,201	172,325	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,504,397	172,325	+72.3%	Shares	Sole	2025-05-13
2024-12-31	$585,000	100,000	-53.7%	Shares	Sole	2025-01-31
2024-09-30	$1,319,650	215,982	-14.0%	Shares	Sole	2024-11-01
2024-06-30	$904,352	251,209	+6.0%	Shares	Sole	2024-07-30
2024-03-31	$853,232	237,009	0.0%	Shares	Sole	2024-05-01
2023-12-31	$891,153	237,009	0.0%	Shares	Sole	2024-01-29
2023-09-30	$687,326	237,009	0.0%	Shares	Sole	2023-10-30
2023-06-30	$829,531	237,009	-4.0%	Shares	Sole	2023-07-31
2023-03-31	$797,839	247,009	-36.8%	Shares	Sole	2023-05-03
2022-12-31	$910,787	390,896	-28.1%	Shares	Sole	2023-02-03
2022-09-30	$1,261,212	543,626	-27.2%	Shares	Sole	2022-10-28
2022-06-30	$2,694,236	746,326	+0.2%	Shares	Sole	2022-07-27
2022-03-31	$5,852,949	744,650	0.0%	Shares	Sole	2022-05-06
2021-12-31	$6,768,868	744,650	-6.5%	Shares	Sole	2022-01-31
2021-09-30	$10,565,568	796,800	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.