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Disclosery

Composition Wealth, LLC: IVOG position timeline

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

Composition Wealth, LLC held 56,099 IVOG 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 56,099 shares
    Change vs previous 13F -82 shares

    0.1% of the 13F portfolio, value $8,207,341.

    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 56,181 shares
    Change vs previous 13F -65 shares

    0.1% of the 13F portfolio, value $7,024,359.

    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 56,246 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $6,760,850.

    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 56,364 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $6,734,235.

    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 56,365 shares
    Change vs previous 13F -22 shares

    0.11% of the 13F portfolio, value $6,370,920.

    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 56,387 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $5,817,432.

    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 56,387 shares
    Change vs previous 13F -765 shares

    0.13% of the 13F portfolio, value $6,354,235.

    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 57,152 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,551,294.

    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).