Position in CODI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,801
+$748 QoQ
Shares Held
169
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 11 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CODI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026True Wealth Design, LLC holds $252,326 across 14 Conglomerates names. CODI ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMI |
Valmont Industries Inc
|
142 | $82,019 | |
| 2 | MMM |
3M Co
|
445 | $72,049 | |
| 3 | HON |
Honeywell International Inc
|
208 | $46,571 | |
| 4 | SEB |
Seaboard Corp /De/
|
4 | $17,857 | |
| 5 | DLX |
Deluxe Corp
|
523 | $12,489 | |
| 6 | GHC |
Graham Holdings Co
|
10 | $11,414 | |
| 7 | TTI |
Tetra Technologies Inc
|
566 | $6,412 | |
| 8 | CODI |
Compass Diversified Holdings
This page
|
169 | $1,801 |
All Filings in CODI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,801 | 169 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,053 | 134 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $76 | 16 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $7,924 | 1,197 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,714 | 910 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $634 | 34 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||