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Disclosery

LPL Financial LLC: CODI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on CODI, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 58,202 CODI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,202 shares
    Change vs previous 13F -17,323 shares

    <0.01% of the 13F portfolio, value $620,429.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 75,525 shares
    Change vs previous 13F -18,060 shares

    <0.01% of the 13F portfolio, value $593,625.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 93,585 shares
    Change vs previous 13F -19,575 shares

    <0.01% of the 13F portfolio, value $449,210.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 113,160 shares
    Change vs previous 13F +43,896 shares

    <0.01% of the 13F portfolio, value $749,122.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 69,264 shares
    Change vs previous 13F -23,823 shares

    <0.01% of the 13F portfolio, value $434,980.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,087 shares
    Change vs previous 13F -827 shares

    <0.01% of the 13F portfolio, value $1,737,937.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 93,914 shares
    Change vs previous 13F -15,587 shares

    <0.01% of the 13F portfolio, value $2,167,546.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 109,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,423,265.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).