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Composition Wealth, LLC: IVV position timeline

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

Composition Wealth, LLC held 179,336 IVV 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 179,336 shares
    Change vs previous 13F -36,132 shares

    1.58% of the 13F portfolio, value $134,302,795.

    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 215,468 shares
    Change vs previous 13F +105,915 shares

    1.93% of the 13F portfolio, value $140,745,974.

    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 109,553 shares
    Change vs previous 13F -2,947 shares

    1.08% of the 13F portfolio, value $75,037,241.

    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 112,500 shares
    Change vs previous 13F +10,046 shares

    1.13% of the 13F portfolio, value $75,296,305.

    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 102,454 shares
    Change vs previous 13F -2,132 shares

    1.07% of the 13F portfolio, value $63,613,561.

    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 104,586 shares
    Change vs previous 13F +6,520 shares

    1.18% of the 13F portfolio, value $58,766,822.

    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 98,066 shares
    Change vs previous 13F +8,428 shares

    1.17% of the 13F portfolio, value $57,729,452.

    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 89,638 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $51,705,026.

    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).