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Composition Wealth, LLC: PH position timeline

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

Composition Wealth, LLC held 8,493 PH 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 8,493 shares
    Change vs previous 13F +189 shares

    0.1% of the 13F portfolio, value $8,307,443.

    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 8,304 shares
    Change vs previous 13F +542 shares

    0.1% of the 13F portfolio, value $7,434,508.

    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 7,762 shares
    Change vs previous 13F +344 shares

    0.1% of the 13F portfolio, value $6,822,898.

    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 7,418 shares
    Change vs previous 13F +438 shares

    0.08% of the 13F portfolio, value $5,623,897.

    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 6,980 shares
    Change vs previous 13F +1,309 shares

    0.08% of the 13F portfolio, value $4,875,482.

    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 5,671 shares
    Change vs previous 13F -554 shares

    0.07% of the 13F portfolio, value $3,447,403.

    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 6,225 shares
    Change vs previous 13F +1,844 shares

    0.08% of the 13F portfolio, value $3,959,175.

    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 4,381 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,768,156.

    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).