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Disclosery

Composition Wealth, LLC: IWR position timeline

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

Composition Wealth, LLC held 433,150 IWR 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 433,150 shares
    Change vs previous 13F -7,970 shares

    0.56% of the 13F portfolio, value $47,785,079.

    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 441,120 shares
    Change vs previous 13F -46,670 shares

    0.59% of the 13F portfolio, value $42,890,053.

    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 487,790 shares
    Change vs previous 13F -19,032 shares

    0.67% of the 13F portfolio, value $46,959,586.

    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 506,822 shares
    Change vs previous 13F -515,067 shares

    0.73% of the 13F portfolio, value $48,933,694.

    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 1,021,889 shares
    Change vs previous 13F +94,193 shares

    1.58% of the 13F portfolio, value $93,983,158.

    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 927,696 shares
    Change vs previous 13F -4,127 shares

    1.58% of the 13F portfolio, value $78,919,076.

    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 931,823 shares
    Change vs previous 13F -36,775 shares

    1.67% of the 13F portfolio, value $82,373,183.

    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 968,598 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $85,372,246.

    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).