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Compass Diversified Holdings shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Compass Diversified Holdings by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $73k 12k 6.18
2025-06-30 $81k 12k 6.92

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding Compass Diversified Holdings

American Century Companies
Allspring Global Investments Holdings
BlackRock
Mangrove Partners
D. E. Shaw & Co
Vanguard Group
Essex Financial Services
State Street Corporation
Millennium Management
Jacobs Levy Equity Management
Morgan Stanley
Geode Capital Management
Qube Research & Technologies
Jane Street
AQR Capital Management

View all funds holding Compass Diversified Holdings