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Disclosery

Composition Wealth, LLC: IWF position timeline

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

Composition Wealth, LLC held 165,988 IWF 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 165,988 shares
    Change vs previous 13F +125,351 shares

    0.24% of the 13F portfolio, value $20,610,786.

    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 40,637 shares
    Change vs previous 13F -1,097 shares

    0.24% of the 13F portfolio, value $17,327,643.

    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 41,734 shares
    Change vs previous 13F -2,257 shares

    0.28% of the 13F portfolio, value $19,752,555.

    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 43,991 shares
    Change vs previous 13F -1,534 shares

    0.31% of the 13F portfolio, value $20,605,749.

    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 45,525 shares
    Change vs previous 13F +18,112 shares

    0.32% of the 13F portfolio, value $19,328,814.

    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 27,413 shares
    Change vs previous 13F +11,991 shares

    0.2% of the 13F portfolio, value $9,898,515.

    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 15,422 shares
    Change vs previous 13F +2,545 shares

    0.13% of the 13F portfolio, value $6,193,247.

    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 12,877 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,833,768.

    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).