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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

  1. period ended2026-06-30
    13F 451,467 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 434,515 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 420,935 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 415,381 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 417,304 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 369,773 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 368,878 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 306,024 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).