Skip to content
Disclosery

Composition Wealth, LLC: IVW position timeline

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

Composition Wealth, LLC held 117,294 IVW 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 117,294 shares
    Change vs previous 13F +24 shares

    0.19% of the 13F portfolio, value $16,131,498.

    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 117,270 shares
    Change vs previous 13F +1,684 shares

    0.18% of the 13F portfolio, value $13,264,408.

    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 115,586 shares
    Change vs previous 13F -801 shares

    0.2% of the 13F portfolio, value $14,247,071.

    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 116,387 shares
    Change vs previous 13F -99,859 shares

    0.21% of the 13F portfolio, value $14,050,181.

    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 216,246 shares
    Change vs previous 13F +2,093 shares

    0.4% of the 13F portfolio, value $23,808,711.

    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 214,153 shares
    Change vs previous 13F +3,114 shares

    0.4% of the 13F portfolio, value $19,879,861.

    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 211,039 shares
    Change vs previous 13F +2,048 shares

    0.43% of the 13F portfolio, value $21,426,782.

    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 208,991 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,010,892.

    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).