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Disclosery

Composition Wealth, LLC: EXC position timeline

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

Composition Wealth, LLC held 6,419 EXC 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 6,419 shares
    Change vs previous 13F +995 shares

    <0.01% of the 13F portfolio, value $299,234.

    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 5,424 shares
    Change vs previous 13F -2,271 shares

    <0.01% of the 13F portfolio, value $265,868.

    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 7,695 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $335,418.

    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 7,327 shares
    Change vs previous 13F +875 shares

    <0.01% of the 13F portfolio, value $329,799.

    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 6,452 shares
    Change vs previous 13F +2,018 shares

    <0.01% of the 13F portfolio, value $280,128.

    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 4,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $204,320.

    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).