CREATIVE FINANCIAL DESIGNS INC /ADV
Position in CODI — Compass Diversified Holdings
CIK 819864
KOKOMO, IN
Position in CODI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,195
+$3,204 QoQ
Shares Held
1,144
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 180 holders
Holding Since
Mar 2022
8 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $621,823 across 4 Conglomerates names. CODI ranks #3 (2.0% of the industry book) .
All Filings in CODI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,195 | 1,144 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,991 | 1,144 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,491 | 1,144 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,573 | 1,144 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,184 | 1,144 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,358 | 1,144 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $8,304 | 345 | Shares | Sole | 2024-05-01 | |
| 2022-03-31 | $4,754 | 200 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||