EverSource Wealth Advisors, LLC
Position in CODI — Compass Diversified Holdings
CIK 1710537
BIRMINGHAM, AL
Position in CODI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$27,608
+$13,017 QoQ
Shares Held
3,513
+15.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026EverSource Wealth Advisors, LLC holds $2,458,364 across 19 Conglomerates names. CODI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
4,901 | $1,161,790 | |
| 2 | MMM |
3M Co
|
4,443 | $645,250 | |
| 3 | GHC |
Graham Holdings Co
|
210 | $222,022 | |
| 4 | VMI |
Valmont Industries Inc
|
426 | $170,211 | |
| 5 | DLX |
Deluxe Corp
|
2,347 | $64,633 | |
| 6 | TTI |
Tetra Technologies Inc
|
4,944 | $42,119 | |
| 7 | OTTR |
Otter Tail Corp
|
393 | $34,489 | |
| 8 | CODI |
Compass Diversified Holdings
This page
|
3,513 | $27,608 |
All Filings in CODI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,608 | 3,513 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,591 | 3,040 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,955 | 1,655 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,625 | 896 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $896 | 48 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $438 | 19 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $612 | 28 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||