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Disclosery

Composition Wealth, LLC: IUSB position timeline

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

Composition Wealth, LLC held 890,765 IUSB 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 890,765 shares
    Change vs previous 13F +75,644 shares

    0.48% of the 13F portfolio, value $41,108,812.

    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 815,121 shares
    Change vs previous 13F +34,252 shares

    0.52% of the 13F portfolio, value $37,650,450.

    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 780,869 shares
    Change vs previous 13F +27,184 shares

    0.52% of the 13F portfolio, value $36,341,657.

    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 753,685 shares
    Change vs previous 13F +3,455 shares

    0.53% of the 13F portfolio, value $35,204,624.

    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 750,230 shares
    Change vs previous 13F +101,461 shares

    0.58% of the 13F portfolio, value $34,683,115.

    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 648,769 shares
    Change vs previous 13F +50,061 shares

    0.6% of the 13F portfolio, value $29,895,293.

    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 598,708 shares
    Change vs previous 13F +72,726 shares

    0.55% of the 13F portfolio, value $27,061,604.

    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 525,982 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $24,784,286.

    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).