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Disclosery

Composition Wealth, LLC: CI position timeline

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

Composition Wealth, LLC held 17,435 CI 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 17,435 shares
    Change vs previous 13F +167 shares

    0.06% of the 13F portfolio, value $4,806,616.

    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 17,268 shares
    Change vs previous 13F +39 shares

    0.06% of the 13F portfolio, value $4,606,228.

    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 17,229 shares
    Change vs previous 13F +40 shares

    0.07% of the 13F portfolio, value $4,741,926.

    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 17,189 shares
    Change vs previous 13F +62 shares

    0.07% of the 13F portfolio, value $4,954,635.

    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 17,127 shares
    Change vs previous 13F +295 shares

    0.1% of the 13F portfolio, value $5,661,980.

    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 16,832 shares
    Change vs previous 13F +151 shares

    0.11% of the 13F portfolio, value $5,537,660.

    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 16,681 shares
    Change vs previous 13F +105 shares

    0.09% of the 13F portfolio, value $4,606,291.

    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 16,576 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,742,589.

    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).