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Disclosery

Composition Wealth, LLC: CRM position timeline

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

Composition Wealth, LLC held 13,563 CRM 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 13,563 shares
    Change vs previous 13F -2,890 shares

    0.02% of the 13F portfolio, value $2,124,731.

    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 16,453 shares
    Change vs previous 13F +1,542 shares

    0.04% of the 13F portfolio, value $3,071,312.

    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 14,911 shares
    Change vs previous 13F +2,924 shares

    0.06% of the 13F portfolio, value $3,950,115.

    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 11,987 shares
    Change vs previous 13F -10,560 shares

    0.04% of the 13F portfolio, value $2,840,897.

    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 22,547 shares
    Change vs previous 13F +3,363 shares

    0.1% of the 13F portfolio, value $6,148,445.

    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 19,184 shares
    Change vs previous 13F -158 shares

    0.1% of the 13F portfolio, value $5,148,155.

    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 19,342 shares
    Change vs previous 13F +142 shares

    0.13% of the 13F portfolio, value $6,466,497.

    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 19,200 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,255,229.

    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).