Composition Wealth, LLC: QUAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on QUAL, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 289,324 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 289,324 sharesChange vs previous 13F -11,429 shares
0.75% of the 13F portfolio, value $63,486,352.
13F-HR 0001951757-26-001020 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 300,753 sharesChange vs previous 13F -108,798 shares
0.79% of the 13F portfolio, value $57,687,434.
13F-HR 0001951757-26-000540 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 409,551 sharesChange vs previous 13F -22,483 shares
1.17% of the 13F portfolio, value $81,344,934.
13F-HR 0001951757-26-000334 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 432,034 sharesChange vs previous 13F -715,980 shares
1.26% of the 13F portfolio, value $84,030,541.
13F-HR 0001951757-25-001181 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,148,014 sharesChange vs previous 13F -102,048 shares
3.53% of the 13F portfolio, value $209,879,904.
13F-HR 0001951757-25-000900 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,250,062 sharesChange vs previous 13F +26,182 shares
4.28% of the 13F portfolio, value $213,623,126.
13F-HR 0001951757-25-000347 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,223,880 sharesChange vs previous 13F -21,072 shares
4.42% of the 13F portfolio, value $217,948,609.
13F-HR 0001951757-25-000008 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,244,952 sharesChange vs previous 13F not available
5.16% of the 13F portfolio, value $223,219,842.
13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).