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Compass Diversified Holdings shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Compass Diversified Holdings by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 3.0k 4.80
2025-09-30 $11k 1.7k 6.61
2025-06-30 $5.6k 896 6.28
2025-03-31 $896 48 18.67
2024-12-31 $439 19 23.11
2024-06-30 $673 28 24.07

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View all positions for EverSource Wealth Advisors

Top funds holding Compass Diversified Holdings

American Century Companies
Allspring Global Investments Holdings
BlackRock
Mangrove Partners
D. E. Shaw & Co
Vanguard Group
Jacobs Levy Equity Management
SG Capital Management
CenterBook Partners
Essex Financial Services
State Street Corporation
Western Standard
Millennium Management
Susquehanna International
Jane Street

View all funds holding Compass Diversified Holdings