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Disclosery

Composition Wealth, LLC: SCHF position timeline

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

Composition Wealth, LLC held 16,104,671 SCHF 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 16,104,671 shares
    Change vs previous 13F +597,724 shares

    5.24% of the 13F portfolio, value $446,099,399.

    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 15,506,947 shares
    Change vs previous 13F +1,573,298 shares

    5.27% of the 13F portfolio, value $383,796,931.

    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 13,933,649 shares
    Change vs previous 13F +945,930 shares

    4.8% of the 13F portfolio, value $334,964,931.

    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 12,987,719 shares
    Change vs previous 13F +1,411,622 shares

    4.53% of the 13F portfolio, value $302,354,087.

    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 11,576,097 shares
    Change vs previous 13F +4,014,391 shares

    4.3% of the 13F portfolio, value $255,831,733.

    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 7,561,706 shares
    Change vs previous 13F +2,090,648 shares

    3% of the 13F portfolio, value $149,570,545.

    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 5,471,058 shares
    Change vs previous 13F +2,847,239 shares

    2.05% of the 13F portfolio, value $101,214,567.

    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 2,623,819 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $107,891,420.

    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).