Transamerica Financial Advisors, LLC

Position in CODI — Compass Diversified Holdings

CIK 1502149 CEDAR RAPIDS, IA

Position in CODI

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$223

+$58 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#179

of 182 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $654,691 across 6 Conglomerates names. CODI ranks #3 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	2,359	$528,180
2	MMM	3M Co	778	$125,965
3	CODI	Compass Diversified Holdings This page	21	$223
4	BOC	BOSTON OMAHA Corp	12	$163
5	TUSK	Mammoth Energy Services, Inc.	31	$100
6	FIP	FTAI Infrastructure Inc.	13	$60

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223	21	0.0%	Shares	Sole	2026-08-17
2026-03-31	$165	21	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.