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Composition Wealth, LLC: IWB position timeline

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

Composition Wealth, LLC held 17,064 IWB 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 17,064 shares
    Change vs previous 13F +7,722 shares

    0.08% of the 13F portfolio, value $6,987,794.

    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 9,342 shares
    Change vs previous 13F +6,867 shares

    0.05% of the 13F portfolio, value $3,330,859.

    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 2,475 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $924,337.

    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 2,238 shares
    Change vs previous 13F +377 shares

    0.01% of the 13F portfolio, value $817,832.

    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 1,861 shares
    Change vs previous 13F +1,190 shares

    0.01% of the 13F portfolio, value $632,005.

    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 671 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,907.

    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).