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Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

CODI holding history

Compass Diversified Holdings in every 13F filed by Cedar Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CODI overviewAll 13F holders of CODIFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2021
Holdings of CODI by Cedar Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−396−100.0%Sold outHolders
Q2 2024396$8.67K<0.1%−694−63.7%ReducedHolders
Q1 20241,090$26.2K<0.1%+3+0.3%AddedHolders
Q4 20231,087$24.4K<0.1%+6+0.6%AddedHolders
Q3 20231,081$20.3K<0.1%+10+0.9%AddedHolders
Q2 20231,071$23.2K<0.1%+5+0.5%AddedHolders
Q1 20231,066$20.3K<0.1%+2+0.2%AddedHolders
Q4 20221,064$19.4K<0.1%00.0%UnchangedHolders
Q3 20221,064$19.0K<0.1%00.0%UnchangedHolders
Q2 20221,064$23.0K<0.1%00.0%UnchangedHolders
Q1 20221,064$25.0K<0.1%00.0%UnchangedHolders
Q4 20211,064$33.0K<0.1%00.0%UnchangedHolders
Q3 20211,064$30.0K<0.1%+594+126.4%AddedHolders
Q2 2021470$12.0K<0.1%+470NewHolders