Composition Wealth, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on MSFT, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 451,467 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 451,467 sharesChange vs previous 13F +16,952 shares
1.98% of the 13F portfolio, value $168,406,363.
13F-HR 0001951757-26-001020 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 434,515 sharesChange vs previous 13F +13,580 shares
2.21% of the 13F portfolio, value $160,844,404.
13F-HR 0001951757-26-000540 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 420,935 sharesChange vs previous 13F +5,554 shares
2.92% of the 13F portfolio, value $203,572,641.
13F-HR 0001951757-26-000334 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 415,381 sharesChange vs previous 13F -1,923 shares
3.22% of the 13F portfolio, value $215,146,674.
13F-HR 0001951757-25-001181 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 417,304 sharesChange vs previous 13F +47,531 shares
3.49% of the 13F portfolio, value $207,571,359.
13F-HR 0001951757-25-000900 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 369,773 sharesChange vs previous 13F +895 shares
2.78% of the 13F portfolio, value $138,809,130.
13F-HR 0001951757-25-000347 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 368,878 sharesChange vs previous 13F +62,854 shares
3.15% of the 13F portfolio, value $155,481,883.
13F-HR 0001951757-25-000008 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 306,024 sharesChange vs previous 13F not available
3.05% of the 13F portfolio, value $131,682,120.
13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).