IFP Advisors, Inc

Position in CODI — Compass Diversified Holdings

CIK 1641866 TAMPA, FL

Position in CODI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$10,660

+$7,013 QoQ

Shares Held

1,000

+115.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#12

of 20 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

IFP Advisors, Inc holds $6,104,756 across 14 Conglomerates names. CODI ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HON	Honeywell International Inc	20,497	$4,589,278
2	MMM	3M Co	6,343	$1,026,995
3	VMI	Valmont Industries Inc	547	$315,947
4	GHC	Graham Holdings Co	43	$49,081
5	FIP	FTAI Infrastructure Inc.	8,107	$37,616
6	SEB	Seaboard Corp /De/	6	$26,785
7	OTTR	Otter Tail Corp	267	$24,024
8	CODI	Compass Diversified Holdings This page	1,000	$10,660

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,660	1,000	+115.5%	Shares	Sole	2026-07-20
2026-03-31	$3,647	464	-3.5%	Shares	Sole	2026-04-13
2025-12-31	$2,308	481	-1.8%	Shares	Sole	2026-02-06
2025-09-30	$3,243	490	-0.6%	Shares	Sole	2026-02-06
2025-06-30	$3,096	493	+31.8%	Shares	Sole	2025-07-24
2025-03-31	$6,982	374	0.0%	Shares	Sole	2025-05-05
2024-12-31	$8,631	374	+1.9%	Shares	Sole	2025-02-04
2024-09-30	$8,121	367	0.0%	Shares	Sole	2025-02-04
2024-06-30	$8,033	367	+236.7%	Shares	Sole	2024-07-30
2022-12-31	$1,987	109	+3.8%	Shares	Sole	2023-02-07
2022-09-30	$1,896	105	—	Shares	Sole	2022-11-08
2021-06-30	$0	0	—	Shares	Sole	2021-07-13
2021-03-31	$0	0	-100.0%	Shares	Sole	2021-04-30
2020-12-31	$138,678	7,130	+8.2%	Shares	Sole	2021-01-25
2020-09-30	$125,605	6,590	-12.1%	Shares	Sole	2020-10-29
2020-06-30	$129,196	7,494	+19.1%	Shares	Sole	2020-08-05
2020-03-31	$84,286	6,290	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.