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Disclosery

Composition Wealth, LLC: DE position timeline

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

Composition Wealth, LLC held 14,388 DE 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 14,388 shares
    Change vs previous 13F -1,871 shares

    0.11% of the 13F portfolio, value $9,126,804.

    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 16,259 shares
    Change vs previous 13F +922 shares

    0.13% of the 13F portfolio, value $9,158,908.

    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 15,337 shares
    Change vs previous 13F -474 shares

    0.1% of the 13F portfolio, value $7,140,494.

    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 15,811 shares
    Change vs previous 13F -2,748 shares

    0.11% of the 13F portfolio, value $7,229,928.

    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 18,559 shares
    Change vs previous 13F +4,689 shares

    0.16% of the 13F portfolio, value $9,437,295.

    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 13,870 shares
    Change vs previous 13F -633 shares

    0.13% of the 13F portfolio, value $6,509,976.

    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 14,503 shares
    Change vs previous 13F +10,391 shares

    0.12% of the 13F portfolio, value $6,144,772.

    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 4,112 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,715,886.

    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).