Composition Wealth, LLC: EFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on EFG, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 23,366 EFG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 23,366 sharesChange vs previous 13F +5,078 shares
0.03% of the 13F portfolio, value $2,907,184.
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 18,288 sharesChange vs previous 13F +11,404 shares
0.03% of the 13F portfolio, value $2,036,688.
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 6,884 sharesChange vs previous 13F -47 shares
0.01% of the 13F portfolio, value $784,178.
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 6,931 sharesChange vs previous 13F +559 shares
0.01% of the 13F portfolio, value $789,357.
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 6,372 sharesChange vs previous 13F +2,056 shares
0.01% of the 13F portfolio, value $713,665.
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).
- period ended2025-03-3113F 4,316 sharesChange vs previous 13F -108 shares
0.01% of the 13F portfolio, value $431,569.
13F-HR 0001951757-25-000347 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 ended2024-12-3113F 4,424 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $428,346.
13F-HR 0001951757-25-000008 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).