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Colonial Trust Advisors

Position in CODI — Compass Diversified Holdings

CIK 1567993 SPARTANBURG, SC

Position in CODI

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$7,860
+$1,140 QoQ
Shares Held
1,000
-28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
5 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, 2026

Colonial Trust Advisors holds $699,062 across 3 Conglomerates names.

# Ticker Company Shares Value (USD) Open

All Filings in CODI

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $7,860 1,000
2025-12-31 $6,720 1,400
2025-09-30 $6,620 1,000
2025-06-30 $4,396 700
2022-12-31 $18,230 1,000