Composition Wealth, LLC: IVLU position timeline

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

Composition Wealth, LLC held 13,615 IVLU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 13,615 shares
Change vs previous 13F +1,919 shares
0.01% of the 13F portfolio, value $569,394.
13F-HR 0001951757-26-001020 filed by Composition Wealth, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,696 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $464,097.
13F-HR 0001951757-26-000540 filed by Composition Wealth, LLC
Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).