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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

  1. period ended2026-06-30
    13F 1,423,549 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,296,966 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,217,756 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 1,175,521 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 1,031,475 shares
    Change 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), ingested

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