Position in COMP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$28,112
+$11,029 QoQ
Shares Held
2,280
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#352
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, 2026Whipplewood Advisors, LLC holds $29,661 across 2 Real Estate Services names. COMP ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COMP |
Compass, Inc.
This page
|
2,280 | $28,112 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
5 | $1,549 |
All Filings in COMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,112 | 2,280 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,083 | 2,337 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $24,099 | 2,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,308 | 2,280 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,318 | 2,280 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,086 | 2,348 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||