DIVERSIFY WEALTH MANAGEMENT, LLC
Position in CODI — Compass Diversified Holdings
CIK 2030780
SANDY, UT
Position in CODI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$137,108
+$36,013 QoQ
Shares Held
12,862
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 180 holders
Holding Since
Jun 2025
5 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $6,815,799 across 4 Conglomerates names. CODI ranks #4 (2.0% of the industry book) .
All Filings in CODI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,108 | 12,862 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $101,095 | 12,862 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $61,257 | 12,762 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $77,864 | 11,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $73,865 | 11,762 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||