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Compass shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Compass (COMP) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors investment in Compass

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All positions including Compass held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass by Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18k 2.3k 8.03
2025-06-30 $14k 2.3k 6.28
2025-03-31 $1.5k 2.3k 0.65