Cetera Investment Advisers
Holdings in CODI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $174,595 | 36,374 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $265,938 | 40,172 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $181,818 | 28,952 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $603,059 | 32,301 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $717,880 | 31,104 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $672,353 | 30,382 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $668,542 | 30,541 | Shares | Sole | 2024-08-22 |
| 2024-03-31 | $739,165 | 30,709 | Shares | Sole | 2024-05-24 |
| 2021-12-31 | $262,070 | 8,570 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $246,346 | 8,745 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $201,577 | 7,905 | Shares | Sole | 2021-08-13 |
| 2020-12-31 | $240,363 | 12,358 | Shares | Sole | 2021-02-17 |