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Composition Wealth, LLC: ITOT position timeline

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

Composition Wealth, LLC held 220,690 ITOT 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 220,690 shares
    Change vs previous 13F -400 shares

    0.43% of the 13F portfolio, value $36,252,749.

    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 221,090 shares
    Change vs previous 13F -3,572 shares

    0.43% of the 13F portfolio, value $31,489,811.

    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 224,662 shares
    Change vs previous 13F +18,344 shares

    0.48% of the 13F portfolio, value $33,404,980.

    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 206,318 shares
    Change vs previous 13F +8,711 shares

    0.45% of the 13F portfolio, value $30,050,212.

    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 197,607 shares
    Change vs previous 13F +171,682 shares

    0.45% of the 13F portfolio, value $26,684,828.

    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 25,925 shares
    Change vs previous 13F +2,885 shares

    0.06% of the 13F portfolio, value $3,163,075.

    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 23,040 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $2,963,348.

    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 23,104 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,902,268.

    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).