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Disclosery

Composition Wealth, LLC: EFV position timeline

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

Composition Wealth, LLC held 1,718,610 EFV 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 1,718,610 shares
    Change vs previous 13F -348,505 shares

    1.54% of the 13F portfolio, value $131,559,627.

    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 2,067,115 shares
    Change vs previous 13F +168,048 shares

    2.11% of the 13F portfolio, value $153,689,970.

    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 1,899,067 shares
    Change vs previous 13F +18,652 shares

    1.94% of the 13F portfolio, value $135,612,345.

    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 1,880,415 shares
    Change vs previous 13F +14,439 shares

    1.91% of the 13F portfolio, value $127,548,531.

    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 1,865,976 shares
    Change vs previous 13F +201,843 shares

    1.99% of the 13F portfolio, value $118,452,155.

    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).

  6. period ended2025-03-31
    13F 1,664,133 shares
    Change vs previous 13F +113,241 shares

    1.97% of the 13F portfolio, value $98,083,990.

    13F-HR 0001951757-25-000347 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).

  7. period ended2024-12-31
    13F 1,550,892 shares
    Change vs previous 13F -43,337 shares

    1.65% of the 13F portfolio, value $81,375,303.

    13F-HR 0001951757-25-000008 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).

  8. period ended2024-09-30
    13F 1,594,229 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $91,715,981.

    13F-HR 0001951757-24-000972 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).