Position in JLL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$633,847
+$5,732 QoQ
Shares Held
2,045
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#361
of 657 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JLL Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Compound Planning, Inc. holds $2,271,192 across 5 Real Estate Services names. JLL ranks #2 (27.9% of the industry book) .
All Filings in JLL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,847 | 2,045 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $628,115 | 2,064 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $675,631 | 2,008 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $478,441 | 1,604 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $297,472 | 1,163 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $388,722 | 1,568 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $318,956 | 1,260 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $345,086 | 1,279 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $213,901 | 1,042 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||