Modern Wealth Management, LLC

Position in COMP — Compass, Inc.

CIK 2001900 KANSAS CITY, MO

Position in COMP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$167,453

New position

Shares Held

13,581

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#305

of 432 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Modern Wealth Management, LLC holds $327,483 across 3 Real Estate Services names. COMP ranks #1 (51.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COMP	Compass, Inc. This page	13,581	$167,453
2	OPEN	Opendoor Technologies Inc.	22,149	$102,328
3	AGNT	AGNT, Inc.	10,666	$57,702

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$167,453	13,581	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.