Foundations Investment Advisors, LLC
EndowmentPosition in COMP — Compass, Inc.
CIK 1743404
PHOENIX, AZ
Position in COMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$189,055
+$19,127 QoQ
Shares Held
15,333
-34.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#298
of 432 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $663,409 across 3 Real Estate Services names. COMP ranks #2 (28.5% of the industry book) .
All Filings in COMP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,055 | 15,333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $169,928 | 23,246 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $257,316 | 24,344 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $207,784 | 25,876 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $163,129 | 25,976 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $226,770 | 25,976 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||