Compass Diversified Holdings shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Compass Diversified Holdings (CODI) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Compass Diversified Holdings
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Quarterly reported holdings in Compass Diversified Holdings by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.6k | 588 | 7.87 |
| 2025-12-31 | $2.8k | 588 | 4.80 |
| 2025-09-30 | $3.9k | 588 | 6.63 |
| 2025-06-30 | $3.7k | 588 | 6.28 |
| 2025-03-31 | $11k | 580 | 18.67 |
| 2024-12-31 | $13k | 573 | 23.09 |
| 2024-09-30 | $13k | 566 | 22.15 |
| 2024-06-30 | $12k | 561 | 21.87 |
| 2024-03-31 | $13k | 555 | 24.05 |
| 2023-12-31 | $12k | 549 | 22.43 |
| 2023-09-30 | $10k | 541 | 18.77 |
| 2023-06-30 | $12k | 535 | 21.69 |
| 2023-03-31 | $10k | 528 | 19.08 |
| 2022-12-31 | $9.5k | 522 | 18.23 |
| 2022-09-30 | $9.0k | 515 | 17.48 |
| 2022-06-30 | $10k | 510 | 19.61 |
| 2022-03-31 | $11k | 504 | 21.83 |
| 2021-12-31 | $15k | 500 | 30.00 |