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Disclosery

Composition Wealth, LLC: SCHM position timeline

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

Composition Wealth, LLC held 113,927 SCHM 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 113,927 shares
    Change vs previous 13F -3,281 shares

    0.05% of the 13F portfolio, value $4,200,504.

    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 117,208 shares
    Change vs previous 13F +4,062 shares

    0.05% of the 13F portfolio, value $3,628,757.

    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 113,146 shares
    Change vs previous 13F +19,822 shares

    0.05% of the 13F portfolio, value $3,402,303.

    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 93,324 shares
    Change vs previous 13F -21,880 shares

    0.04% of the 13F portfolio, value $2,766,123.

    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 115,204 shares
    Change vs previous 13F -5,924 shares

    0.05% of the 13F portfolio, value $3,231,469.

    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 121,128 shares
    Change vs previous 13F -13,661 shares

    0.06% of the 13F portfolio, value $3,173,544.

    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 134,789 shares
    Change vs previous 13F +65,112 shares

    0.08% of the 13F portfolio, value $3,735,004.

    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 69,677 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,789,481.

    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).