Compass Diversified Holdings shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in Compass Diversified Holdings
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All positions including Compass Diversified Holdings held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Compass Diversified Holdings by Principle Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $221k | 10k | 21.89 |
2024-03-31 | $243k | 10k | 24.07 |
2023-12-31 | $227k | 10k | 22.45 |
2023-09-30 | $190k | 10k | 18.77 |
2023-06-30 | $263k | 12k | 21.69 |
2023-03-31 | $232k | 12k | 19.08 |
2022-12-31 | $221k | 12k | 18.23 |
2022-09-30 | $216k | 12k | 18.05 |
2022-06-30 | $269k | 13k | 21.39 |
2022-03-31 | $299k | 13k | 23.78 |
2021-12-31 | $327k | 11k | 30.59 |
2021-09-30 | $301k | 11k | 28.16 |
2021-06-30 | $273k | 11k | 25.54 |
2020-06-30 | $146k | 8.5k | 17.19 |