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Composition Wealth, LLC: PM position timeline

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

Composition Wealth, LLC held 9,734 PM 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 9,734 shares
    Change vs previous 13F +618 shares

    0.02% of the 13F portfolio, value $1,760,911.

    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 9,116 shares
    Change vs previous 13F -127 shares

    0.02% of the 13F portfolio, value $1,507,254.

    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 9,243 shares
    Change vs previous 13F +2,312 shares

    0.02% of the 13F portfolio, value $1,482,603.

    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 6,931 shares
    Change vs previous 13F +341 shares

    0.02% of the 13F portfolio, value $1,124,222.

    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 6,590 shares
    Change vs previous 13F +2,357 shares

    0.02% of the 13F portfolio, value $1,200,205.

    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 4,233 shares
    Change vs previous 13F +93 shares

    0.01% of the 13F portfolio, value $671,944.

    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 4,140 shares
    Change vs previous 13F +1,712 shares

    0.01% of the 13F portfolio, value $498,249.

    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 2,428 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,759.

    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).