SHP Wealth Management »

Compass Diversified Holdings shares owned by SHP Wealth Management

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

Historical chart of SHP Wealth Management investment in Compass Diversified Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Compass Diversified Holdings by SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.3k 1.5k 4.80

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP Wealth Management

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