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Compass Diversified Holdings shares owned by Asset Planning

Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Asset Planning from 13F filings

Historical chart of Asset Planning investment in Compass Diversified Holdings

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All positions including Compass Diversified Holdings held by Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Compass Diversified Holdings by Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0k 750 6.62
2025-06-30 $4.7k 750 6.28
2025-03-31 $14k 750 18.67
2024-12-31 $17k 750 23.08