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Disclosery

Composition Wealth, LLC: DFIV position timeline

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

Composition Wealth, LLC held 111,428 DFIV 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 111,428 shares
    Change vs previous 13F -9,102 shares

    0.07% of the 13F portfolio, value $6,019,338.

    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 120,530 shares
    Change vs previous 13F +5,394 shares

    0.09% of the 13F portfolio, value $6,361,559.

    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 115,136 shares
    Change vs previous 13F +3,076 shares

    0.08% of the 13F portfolio, value $5,745,283.

    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 112,060 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,168,223.

    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).