Position in COMP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,413
+$10,539 QoQ
Shares Held
1,169
+120.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 432 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $440,736 across 10 Real Estate Services names. COMP ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
1,412 | $190,182 | |
| 2 | BEKE |
KE Holdings Inc.
|
7,408 | $107,638 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
343 | $106,312 | |
| 4 | NMRK |
Newmark Group, Inc.
|
1,251 | $18,902 | |
| 5 | COMP |
Compass, Inc.
This page
|
1,169 | $14,413 | |
| 6 | MMI |
Marcus & Millichap, Inc.
|
78 | $2,431 | |
| 7 | CIGI |
Colliers International Group Inc.
|
6 | $562 | |
| 8 | RMAX |
RE/MAX Holdings, Inc.
|
18 | $177 |
All Filings in COMP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,413 | 1,169 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||