VALLEY NATIONAL ADVISERS INC

Position in COMP — Compass, Inc.

CIK 773411 BETHLEHEM, PA

Position in COMP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$14,796

+$6,024 QoQ

Shares Held

1,200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#363

of 432 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $16,453 across 3 Real Estate Services names. COMP ranks #1 (89.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COMP	Compass, Inc. This page	1,200	$14,796
2	CBRE	Cbre Group, Inc.	10	$1,346
3	CSGP	Costar Group, Inc.	11	$311

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,796	1,200	0.0%	Shares	Sole	2026-07-29
2026-03-31	$8,772	1,200	0.0%	Shares	Sole	2026-04-15
2025-12-31	$12,684	1,200	0.0%	Shares	Sole	2026-01-23
2025-09-30	$9,636	1,200	0.0%	Shares	Sole	2025-10-17
2025-06-30	$7,536	1,200	0.0%	Shares	Sole	2025-07-22
2025-03-31	$10,476	1,200	0.0%	Shares	Sole	2025-04-25
2024-12-31	$7,020	1,200	0.0%	Shares	Sole	2025-01-24
2024-09-30	$7,332	1,200	0.0%	Shares	Sole	2024-10-24
2024-06-30	$4,320	1,200	0.0%	Shares	Sole	2024-07-18
2024-03-31	$4,320	1,200	0.0%	Shares	Sole	2024-04-19
2023-12-31	$4	1,200	0.0%	Shares	Sole	2024-01-25
2023-09-30	$3	1,200	0.0%	Shares	Sole	2023-11-13
2023-06-30	$5	1,200	0.0%	Shares	Sole	2023-07-31
2023-03-31	$3,876	1,200	0.0%	Shares	Sole	2023-04-26
2022-12-31	$4	1,200	0.0%	Shares	Sole	2023-01-12
2022-09-30	$2,784	1,200	0.0%	Shares	Sole	2022-11-08
2022-06-30	$4,332	1,200	0.0%	Shares	Sole	2022-07-15
2022-03-31	$9,432	1,200	+140.0%	Shares	Sole	2022-05-06
2021-12-31	$4,545	500	0.0%	Shares	Sole	2022-02-11
2021-09-30	$6,630	500	0.0%	Shares	Sole	2021-11-10
2021-06-30	$6,570	500	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.