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Disclosery

Composition Wealth, LLC: SCHV position timeline

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

Composition Wealth, LLC held 62,426 SCHV 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 62,426 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $2,173,063.

    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 62,423 shares
    Change vs previous 13F -943 shares

    0.03% of the 13F portfolio, value $1,903,896.

    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 63,366 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $1,876,262.

    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 63,361 shares
    Change vs previous 13F -390 shares

    0.03% of the 13F portfolio, value $1,844,427.

    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 63,751 shares
    Change vs previous 13F -20 shares

    0.03% of the 13F portfolio, value $1,763,987.

    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 63,771 shares
    Change vs previous 13F -1,368 shares

    0.03% of the 13F portfolio, value $1,695,020.

    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 65,139 shares
    Change vs previous 13F +40,013 shares

    0.03% of the 13F portfolio, value $1,698,183.

    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 25,126 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,019,412.

    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).