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Disclosery

Composition Wealth, LLC: FCAL position timeline

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

Composition Wealth, LLC held 33,370 FCAL 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 33,370 shares
    Change vs previous 13F -110,106 shares

    0.02% of the 13F portfolio, value $1,656,888.

    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 143,476 shares
    Change vs previous 13F -6,024 shares

    0.1% of the 13F portfolio, value $7,014,534.

    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 149,500 shares
    Change vs previous 13F -3,734 shares

    0.11% of the 13F portfolio, value $7,371,415.

    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 153,234 shares
    Change vs previous 13F -1,818,461 shares

    0.11% of the 13F portfolio, value $7,473,212.

    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 1,971,695 shares
    Change vs previous 13F -27,430 shares

    1.59% of the 13F portfolio, value $94,582,233.

    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 1,999,125 shares
    Change vs previous 13F +89,948 shares

    1.94% of the 13F portfolio, value $97,037,515.

    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 1,909,177 shares
    Change vs previous 13F +114,040 shares

    1.91% of the 13F portfolio, value $94,256,076.

    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 1,795,137 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $90,079,995.

    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).