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Compass Diversified Holdings shares owned by Magnolia Private Wealth

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

Historical chart of Magnolia Private Wealth investment in Compass Diversified Holdings

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All positions including Compass Diversified Holdings held by Magnolia 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 Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $148k 22k 6.62
2025-06-30 $140k 22k 6.28
2025-03-31 $416k 22k 18.67

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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