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
- period ended2026-06-3013F 179,336 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 215,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 109,553 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 112,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 102,454 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 104,586 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 98,066 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 89,638 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).