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Composition Wealth, LLC: DFSB position timeline

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

Composition Wealth, LLC held 241,479 DFSB 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 241,479 shares
    Change vs previous 13F -3,587 shares

    0.15% of the 13F portfolio, value $12,583,476.

    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 245,066 shares
    Change vs previous 13F -82,581 shares

    0.17% of the 13F portfolio, value $12,680,394.

    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 327,647 shares
    Change vs previous 13F -1,517 shares

    0.24% of the 13F portfolio, value $16,972,108.

    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 329,164 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $17,534,566.

    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).