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Disclosery

Composition Wealth, LLC: IDV position timeline

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

Composition Wealth, LLC held 42,731 IDV 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 42,731 shares
    Change vs previous 13F +6,881 shares

    0.02% of the 13F portfolio, value $1,770,344.

    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 35,850 shares
    Change vs previous 13F -554 shares

    0.02% of the 13F portfolio, value $1,525,792.

    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 36,404 shares
    Change vs previous 13F +3,480 shares

    0.02% of the 13F portfolio, value $1,436,140.

    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 32,924 shares
    Change vs previous 13F -710 shares

    0.02% of the 13F portfolio, value $1,203,387.

    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 33,634 shares
    Change vs previous 13F +2,809 shares

    0.02% of the 13F portfolio, value $1,160,710.

    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 30,825 shares
    Change vs previous 13F +3,606 shares

    0.02% of the 13F portfolio, value $956,192.

    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 27,219 shares
    Change vs previous 13F -5,160 shares

    0.02% of the 13F portfolio, value $745,256.

    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 32,379 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $978,817.

    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).