Composition Wealth, LLC: EPI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on EPI, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 662,028 EPI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 662,028 sharesChange vs previous 13F +67,629 shares
0.33% of the 13F portfolio, value $28,321,572.
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 594,399 sharesChange vs previous 13F -91,763 shares
0.33% of the 13F portfolio, value $24,251,476.
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 686,162 sharesChange vs previous 13F -44,211 shares
0.46% of the 13F portfolio, value $31,762,451.
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 730,373 sharesChange vs previous 13F -277,228 shares
0.48% of the 13F portfolio, value $32,282,467.
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 1,007,601 sharesChange vs previous 13F +61,656 shares
0.8% of the 13F portfolio, value $47,830,822.
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 945,945 sharesChange vs previous 13F +32,704 shares
0.83% of the 13F portfolio, value $41,347,251.
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 913,241 sharesChange vs previous 13F -50,722 shares
0.84% of the 13F portfolio, value $41,342,398.
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).
- period ended2024-09-3013F 963,963 sharesChange vs previous 13F not available
1.13% of the 13F portfolio, value $48,641,565.
13F-HR 0001951757-24-000972 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).