Position in COMP
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$7,266
+$6,833 QoQ
Shares Held
994
+1740.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COMP Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026True Wealth Design, LLC holds $72,331 across 18 Real Estate Services names. COMP ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSGP |
Costar Group, Inc.
|
756 | $30,497 | |
| 2 | CBRE |
Cbre Group, Inc.
|
82 | $11,107 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
33 | $10,042 | |
| 4 | COMP |
Compass, Inc.
This page
|
994 | $7,266 | |
| 5 | OPEN |
Opendoor Technologies Inc.
|
1,086 | $5,082 | |
| 6 | BEKE |
KE Holdings Inc.
|
127 | $1,901 | |
| 7 | KW |
Kennedy-Wilson Holdings, Inc.
|
174 | $1,882 | |
| 8 | FSV |
FirstService Corp
|
11 | $1,528 |
All Filings in COMP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,266 | 994 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $433 | 54 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $1,527 | 175 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $128 | 22 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,696 | 605 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||