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Disclosery

Composition Wealth, LLC: IVE position timeline

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

Composition Wealth, LLC held 260,233 IVE 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 260,233 shares
    Change vs previous 13F -16,846 shares

    0.69% of the 13F portfolio, value $59,088,617.

    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 277,079 shares
    Change vs previous 13F -53,002 shares

    0.8% of the 13F portfolio, value $58,505,166.

    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 330,081 shares
    Change vs previous 13F -26,826 shares

    1% of the 13F portfolio, value $70,000,305.

    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 356,907 shares
    Change vs previous 13F -414,710 shares

    1.1% of the 13F portfolio, value $73,704,871.

    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 771,617 shares
    Change vs previous 13F +48,142 shares

    2.53% of the 13F portfolio, value $150,789,363.

    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 723,475 shares
    Change vs previous 13F +26,041 shares

    2.76% of the 13F portfolio, value $137,879,909.

    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 697,434 shares
    Change vs previous 13F +41,220 shares

    2.7% of the 13F portfolio, value $133,126,120.

    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 656,214 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $129,385,805.

    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).