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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

  1. period ended2026-06-30
    13F 662,028 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 594,399 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 686,162 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 730,373 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,007,601 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 945,945 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 913,241 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 963,963 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).