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Disclosery

Composition Wealth, LLC: IWM position timeline

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

Composition Wealth, LLC held 33,196 IWM 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 33,196 shares
    Change vs previous 13F +1,537 shares

    0.12% of the 13F portfolio, value $9,973,757.

    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 31,659 shares
    Change vs previous 13F +2,570 shares

    0.11% of the 13F portfolio, value $7,851,412.

    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 29,089 shares
    Change vs previous 13F -1,254 shares

    0.1% of the 13F portfolio, value $7,160,640.

    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 30,343 shares
    Change vs previous 13F +355 shares

    0.11% of the 13F portfolio, value $7,341,894.

    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 29,988 shares
    Change vs previous 13F +20,229 shares

    0.11% of the 13F portfolio, value $6,471,095.

    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 9,759 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $1,946,880.

    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 8,759 shares
    Change vs previous 13F +2,003 shares

    0.04% of the 13F portfolio, value $1,935,342.

    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 6,756 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,492,403.

    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).