Skip to content
Disclosery

Composition Wealth, LLC: IBDR position timeline

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

Composition Wealth, LLC held 392,395 IBDR 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 392,395 shares
    Change vs previous 13F +7,243 shares

    0.11% of the 13F portfolio, value $9,507,736.

    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 385,152 shares
    Change vs previous 13F +242,571 shares

    0.13% of the 13F portfolio, value $9,336,084.

    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 142,581 shares
    Change vs previous 13F -72 shares

    0.05% of the 13F portfolio, value $3,454,740.

    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 142,653 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,466,458.

    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).