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Disclosery

Composition Wealth, LLC: IBDT position timeline

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

Composition Wealth, LLC held 300,201 IBDT 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 300,201 shares
    Change vs previous 13F +35,133 shares

    0.09% of the 13F portfolio, value $7,580,072.

    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 265,068 shares
    Change vs previous 13F +45,210 shares

    0.09% of the 13F portfolio, value $6,714,172.

    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 219,858 shares
    Change vs previous 13F +13,028 shares

    0.08% of the 13F portfolio, value $5,596,486.

    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 206,830 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,278,302.

    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).