WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CODI — Compass Diversified Holdings

CIK 1632972 PLYMOUTH, MN

Position in CODI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$282,372

+$121,903 QoQ

Shares Held

26,489

+29.7% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#93

of 180 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Industrials · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $109,859,584 across 12 Conglomerates names. CODI ranks #11 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	392,929	$63,619,134
2	HON	Honeywell International Inc	155,212	$34,751,966
3	VMI	Valmont Industries Inc	8,848	$5,110,604
4	OTTR	Otter Tail Corp	16,655	$1,498,616
5	SEB	Seaboard Corp /De/	223	$995,545
6	FBYD	Falcon's Beyond Global, Inc.	51,118	$916,034
7	MATW	Matthews International Corp	29,545	$795,351
8	DLX	Deluxe Corp	31,578	$754,082

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$282,372	26,489	+29.7%	Shares	Sole	2026-07-15
2026-03-31	$160,469	20,416	-6.9%	Shares	Sole	2026-04-08
2025-12-31	$105,283	21,934	-50.1%	Shares	Sole	2026-01-08
2025-09-30	$291,035	43,963	+48.5%	Shares	Sole	2025-10-29
2025-06-30	$185,944	29,609	+81.2%	Shares	Sole	2025-07-10
2025-03-31	$304,993	16,336	-2.3%	Shares	Sole	2025-04-16
2024-12-31	$385,759	16,714	+16.7%	Shares	Sole	2025-03-17
2023-12-31	$321,416	14,317	-2.7%	Shares	Sole	2024-01-30
2023-09-30	$276,069	14,708	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.