Community Financial Services Group, LLC
Position in CODI — Compass Diversified Holdings
CIK 1537319
NEWPORT, VT
Position in CODI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,264
+$1,120 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 180 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Community Financial Services Group, LLC holds $114,199 across 2 Conglomerates names. CODI ranks #2 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MMM |
3M Co
|
679 | $109,935 | |
| 2 | CODI |
Compass Diversified Holdings
This page
|
400 | $4,264 |
All Filings in CODI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,264 | 400 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $3,144 | 400 | Shares | Defined | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||