Position in CODI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,359
+$3,772 QoQ
Shares Held
1,347
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 180 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MATHER GROUP, LLC. holds $3,976,964 across 3 Conglomerates names. CODI ranks #3 (0.4% of the industry book) .
All Filings in CODI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,359 | 1,347 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,587 | 1,347 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $8,917 | 1,347 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $25,148 | 1,347 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $31,088 | 1,347 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $29,809 | 1,347 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $29,485 | 1,347 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $32,422 | 1,347 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||