Position in COMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,327
+$5,833 QoQ
Shares Held
1,162
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#365
of 432 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $61,442 across 6 Real Estate Services names. COMP ranks #2 (23.3% of the industry book) .
All Filings in COMP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,327 | 1,162 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,494 | 1,162 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $12,282 | 1,162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $9,330 | 1,162 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,297 | 1,162 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $10,144 | 1,162 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,797 | 1,162 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $7,099 | 1,162 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,183 | 1,162 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,183 | 1,162 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $4,369 | 1,162 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||