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Composition Wealth, LLC: ISTB position timeline

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

Composition Wealth, LLC held 17,860 ISTB 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 17,860 shares
    Change vs previous 13F -1,532 shares

    0.01% of the 13F portfolio, value $861,769.

    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 19,392 shares
    Change vs previous 13F -2,533 shares

    0.01% of the 13F portfolio, value $939,738.

    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 21,925 shares
    Change vs previous 13F -2,036 shares

    0.02% of the 13F portfolio, value $1,068,831.

    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 23,961 shares
    Change vs previous 13F -837 shares

    0.02% of the 13F portfolio, value $1,170,263.

    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 24,798 shares
    Change vs previous 13F +12,535 shares

    0.02% of the 13F portfolio, value $1,206,410.

    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 12,263 shares
    Change vs previous 13F -6,264 shares

    0.01% of the 13F portfolio, value $592,932.

    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 18,527 shares
    Change vs previous 13F -2,328 shares

    0.02% of the 13F portfolio, value $885,043.

    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 20,855 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,015,242.

    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).