Allied Private Wealth LLC

Position in CODI — Compass Diversified Holdings

CIK 2132253 BOCA RATON, FL

Position in CODI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$11,214

New position

Shares Held

1,052

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#152

of 180 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Allied Private Wealth LLC holds $36,104 across 3 Conglomerates names. CODI ranks #2 (31.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MMM	3M Co	148	$23,962
2	CODI	Compass Diversified Holdings This page	1,052	$11,214
3	FIP	FTAI Infrastructure Inc.	200	$928

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,214	1,052	—	Shares	Sole	2026-07-09
No filing history on record for this holder in this stock.