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Composition Wealth, LLC: MBB position timeline

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

Composition Wealth, LLC held 2,352,562 MBB 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 2,352,562 shares
    Change vs previous 13F +328,739 shares

    2.61% of the 13F portfolio, value $222,364,149.

    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 2,023,823 shares
    Change vs previous 13F +227,772 shares

    2.64% of the 13F portfolio, value $192,161,994.

    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 1,796,051 shares
    Change vs previous 13F +13,865 shares

    2.45% of the 13F portfolio, value $171,019,959.

    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 1,782,186 shares
    Change vs previous 13F -63,803 shares

    2.54% of the 13F portfolio, value $169,574,958.

    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 1,845,989 shares
    Change vs previous 13F +169,073 shares

    2.91% of the 13F portfolio, value $173,319,903.

    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 1,676,916 shares
    Change vs previous 13F +106,588 shares

    3.15% of the 13F portfolio, value $157,261,141.

    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 1,570,328 shares
    Change vs previous 13F +91,598 shares

    2.92% of the 13F portfolio, value $143,967,668.

    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 1,478,730 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $141,677,131.

    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).