Compass Diversified Holdings shares owned by Evergreen Wealth Solutions
Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Evergreen Wealth Solutions
from 13F filings
Historical chart of Evergreen Wealth Solutions investment in Compass Diversified Holdings
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All positions including Compass Diversified Holdings held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Compass Diversified Holdings by Evergreen Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75k | 11k | 6.62 |
| 2025-06-30 | $71k | 11k | 6.28 |
| 2025-03-31 | $208k | 11k | 18.67 |
| 2024-12-31 | $254k | 11k | 23.08 |
| 2024-09-30 | $241k | 11k | 22.13 |
| 2024-06-30 | $237k | 11k | 21.89 |
| 2024-03-31 | $258k | 11k | 24.07 |
| 2023-12-31 | $238k | 11k | 22.45 |
| 2023-09-30 | $197k | 11k | 18.77 |
| 2023-06-30 | $225k | 10k | 21.69 |
| 2023-03-31 | $203k | 11k | 19.10 |
| 2022-12-31 | $192k | 11k | 18.23 |
| 2022-09-30 | $188k | 10k | 18.04 |
| 2022-06-30 | $221k | 10k | 21.39 |
| 2022-03-31 | $255k | 11k | 23.75 |
| 2021-12-31 | $326k | 11k | 30.58 |
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