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Compass Diversified Holdings shares owned by Allied Private Wealth

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Allied Private Wealth from 13F filings

Historical chart of Allied Private Wealth investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

All positions including Compass Diversified Holdings held by Allied Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $11k 1.1k 10.08

More positions owned by Allied Private Wealth

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Avantis International Equity Etf Etf (AVDE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
American Century Diversified Municipal Bond Etf Etf (TAXF)
Janus Henderson Small/mid Cap Growth Alpha Etf Etf (JSMD)
Ishares U.s. Technology Etf Etf (IYW)
Fidelity Msci Information Technology Index Etf Etf (FTEC)
Blackstone Stock (BX)
Alphabet Inc Cap Stk Cl C Stock (GOOG)

View all positions for Allied Private Wealth

Top funds holding Compass Diversified Holdings

ADW Capital Management
American Century Companies
Allspring Global Investments Holdings
BlackRock
Mangrove Partners
Western Standard
D. E. Shaw & Co
SG Capital Management
Susquehanna International
Vanguard Capital Management
Divisadero Street Capital Management
Caption Management
Morgan Stanley
Jacobs Levy Equity Management
Bank of America Corporation

View all funds holding Compass Diversified Holdings