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Navis Wealth Advisors, LLC: COMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navis Wealth Advisors, LLC on COMP, newest first. How the timeline and the estimate are built.

Navis Wealth Advisors, LLC held 372,968 COMP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,968 shares
    Change vs previous 13F +155,612 shares

    1.74% of the 13F portfolio, value $4,598,695.

    13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,356 shares
    Change vs previous 13F +71,531 shares

    0.81% of the 13F portfolio, value $1,588,872.

    13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,825 shares
    Change vs previous 13F +43,161 shares

    0.65% of the 13F portfolio, value $1,541,370.

    13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,664 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $824,392.

    13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,664 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $644,730.

    13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 102,664 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $896,257.

    13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,664 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $600,584.

    13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 102,664 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $627,277.

    13F-HR 0001951757-24-001118 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).