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Disclosery

Composition Wealth, LLC: SCHX position timeline

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

Composition Wealth, LLC held 59,831 SCHX 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 59,831 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $1,760,833.

    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 59,881 shares
    Change vs previous 13F +24,839 shares

    0.02% of the 13F portfolio, value $1,535,337.

    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 35,042 shares
    Change vs previous 13F +20,911 shares

    0.01% of the 13F portfolio, value $942,972.

    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 14,131 shares
    Change vs previous 13F +4,324 shares

    0.01% of the 13F portfolio, value $372,202.

    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 9,807 shares
    Change vs previous 13F -778 shares

    <0.01% of the 13F portfolio, value $239,690.

    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 10,585 shares
    Change vs previous 13F -15,057 shares

    <0.01% of the 13F portfolio, value $233,713.

    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 25,642 shares
    Change vs previous 13F +17,143 shares

    0.01% of the 13F portfolio, value $594,377.

    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 8,499 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $576,683.

    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).