Compass Diversified Holdings shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Compass Diversified Holdings
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Quarterly reported holdings in Compass Diversified Holdings by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $551k | 25k | 22.13 |
| 2024-06-30 | $516k | 24k | 21.89 |
| 2024-03-31 | $573k | 24k | 24.07 |
| 2023-12-31 | $532k | 24k | 22.45 |
| 2023-09-30 | $370k | 20k | 18.77 |
| 2023-06-30 | $381k | 18k | 21.69 |
| 2023-03-31 | $230k | 12k | 19.08 |
| 2022-12-31 | $282k | 16k | 18.23 |
| 2022-09-30 | $299k | 17k | 18.05 |
| 2022-06-30 | $516k | 24k | 21.40 |
| 2022-03-31 | $583k | 25k | 23.79 |
| 2021-12-31 | $793k | 26k | 30.57 |
| 2021-09-30 | $537k | 19k | 28.18 |
| 2021-06-30 | $391k | 15k | 25.52 |
| 2021-03-31 | $421k | 18k | 23.15 |