Diversify Advisory Services, LLC

Position in CODI — Compass Diversified Holdings

CIK 2021232 SANDY, UT

Position in CODI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$137,108

-$73,047 QoQ

Shares Held

12,862

+47.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#125

of 180 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $6,815,799 across 4 Conglomerates names. CODI ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VMI	Valmont Industries Inc	6,820	$3,939,232
2	MMM	3M Co	9,159	$1,482,933
3	HON	Honeywell International Inc	5,612	$1,256,526
4	CODI	Compass Diversified Holdings This page	12,862	$137,108

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,108	12,862	+47.3%	Shares	Sole	2026-08-10
2024-03-31	$210,155	8,731	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.