Composition Wealth, LLC: DFIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on DFIS, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 1,423,549 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 1,423,549 sharesChange vs previous 13F +126,583 shares
0.59% of the 13F portfolio, value $49,866,928.
13F-HR 0001951757-26-001020 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,296,966 sharesChange vs previous 13F +79,210 shares
0.6% of the 13F portfolio, value $43,668,858.
13F-HR 0001951757-26-000540 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,217,756 sharesChange vs previous 13F +42,235 shares
0.58% of the 13F portfolio, value $40,112,869.
13F-HR 0001951757-26-000334 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,175,521 sharesChange vs previous 13F +144,046 shares
0.56% of the 13F portfolio, value $37,181,714.
13F-HR 0001951757-25-001181 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,031,475 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $30,779,207.
13F-HR 0001951757-25-000900 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).