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Disclosery

Composition Wealth, LLC: CB position timeline

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

Composition Wealth, LLC held 21,468 CB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,468 shares
    Change vs previous 13F +2,478 shares

    0.09% of the 13F portfolio, value $7,315,153.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, 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 18,990 shares
    Change vs previous 13F +2,356 shares

    0.09% of the 13F portfolio, value $6,189,529.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, 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 16,634 shares
    Change vs previous 13F +1,203 shares

    0.07% of the 13F portfolio, value $5,191,708.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, 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 15,431 shares
    Change vs previous 13F +1,911 shares

    0.07% of the 13F portfolio, value $4,355,270.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, 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 13,520 shares
    Change vs previous 13F +3,579 shares

    0.07% of the 13F portfolio, value $3,917,100.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, 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 9,941 shares
    Change vs previous 13F +3,551 shares

    0.06% of the 13F portfolio, value $3,002,012.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, 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 6,390 shares
    Change vs previous 13F +5,411 shares

    0.04% of the 13F portfolio, value $1,765,555.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 979 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $282,375.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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