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Disclosery

Composition Wealth, LLC: IJR position timeline

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

Composition Wealth, LLC held 141,289 IJR 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 141,289 shares
    Change vs previous 13F -3,999 shares

    0.25% of the 13F portfolio, value $20,954,582.

    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 145,288 shares
    Change vs previous 13F +83,597 shares

    0.25% of the 13F portfolio, value $18,060,719.

    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 61,691 shares
    Change vs previous 13F -2,702 shares

    0.11% of the 13F portfolio, value $7,414,050.

    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 64,393 shares
    Change vs previous 13F -6,607 shares

    0.11% of the 13F portfolio, value $7,651,861.

    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 71,000 shares
    Change vs previous 13F +49,685 shares

    0.13% of the 13F portfolio, value $7,759,565.

    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 21,315 shares
    Change vs previous 13F -1,701 shares

    0.04% of the 13F portfolio, value $2,228,950.

    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 23,016 shares
    Change vs previous 13F +14,227 shares

    0.05% of the 13F portfolio, value $2,651,851.

    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 8,789 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,027,960.

    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).