Position in COMP
as of Mar 31, 2026
· filed Jun 24, 2026
Position Value
$3,874
-$554 QoQ
Shares Held
530
+26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Basecamp Wealth Advisors LLC holds $439,454 across 15 Real Estate Services names. COMP ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
1,225 | $165,938 | |
| 2 | BEKE |
KE Holdings Inc.
|
8,399 | $125,733 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
343 | $104,381 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,335 | $20,011 | |
| 5 | CSGP |
Costar Group, Inc.
|
257 | $10,367 | |
| 6 | COMP |
Compass, Inc.
This page
|
530 | $3,874 | |
| 7 | FSV |
FirstService Corp
|
24 | $3,334 | |
| 8 | OPEN |
Opendoor Technologies Inc.
|
489 | $2,288 |
All Filings in COMP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,874 | 530 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $4,428 | 419 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||