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Composition Wealth, LLC: PZT position timeline

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

Composition Wealth, LLC held 113,348 PZT 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 113,348 shares
    Change vs previous 13F +8,464 shares

    0.03% of the 13F portfolio, value $2,576,922.

    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 104,884 shares
    Change vs previous 13F -29,580 shares

    0.03% of the 13F portfolio, value $2,314,790.

    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 134,464 shares
    Change vs previous 13F +7,437 shares

    0.04% of the 13F portfolio, value $3,000,430.

    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 127,027 shares
    Change vs previous 13F -215,767 shares

    0.04% of the 13F portfolio, value $2,825,208.

    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 342,794 shares
    Change vs previous 13F +9,608 shares

    0.12% of the 13F portfolio, value $7,418,062.

    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 333,186 shares
    Change vs previous 13F +3,274 shares

    0.15% of the 13F portfolio, value $7,363,411.

    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 329,912 shares
    Change vs previous 13F -4,343 shares

    0.15% of the 13F portfolio, value $7,489,002.

    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 334,255 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,804,854.

    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).