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Disclosery

Composition Wealth, LLC: PFM position timeline

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

Composition Wealth, LLC held 18,690 PFM 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 18,690 shares
    Change vs previous 13F -3,766 shares

    0.01% of the 13F portfolio, value $1,036,432.

    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 22,456 shares
    Change vs previous 13F -278 shares

    0.02% of the 13F portfolio, value $1,147,326.

    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 22,734 shares
    Change vs previous 13F -177 shares

    0.02% of the 13F portfolio, value $1,170,921.

    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 22,911 shares
    Change vs previous 13F -155 shares

    0.02% of the 13F portfolio, value $1,162,559.

    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 23,066 shares
    Change vs previous 13F -64 shares

    0.02% of the 13F portfolio, value $1,111,102.

    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 23,130 shares
    Change vs previous 13F -643 shares

    0.02% of the 13F portfolio, value $1,058,899.

    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 23,773 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,090,240.

    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).