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Disclosery

Composition Wealth, LLC: SGOV position timeline

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

Composition Wealth, LLC held 613,347 SGOV 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 613,347 shares
    Change vs previous 13F +49,670 shares

    0.72% of the 13F portfolio, value $61,745,645.

    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 563,677 shares
    Change vs previous 13F -373,560 shares

    0.78% of the 13F portfolio, value $56,739,678.

    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 937,237 shares
    Change vs previous 13F +152,677 shares

    1.35% of the 13F portfolio, value $94,079,814.

    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 784,560 shares
    Change vs previous 13F -49,195 shares

    1.18% of the 13F portfolio, value $79,005,180.

    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 833,755 shares
    Change vs previous 13F +25,723 shares

    1.41% of the 13F portfolio, value $83,950,811.

    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 808,032 shares
    Change vs previous 13F +345,488 shares

    1.63% of the 13F portfolio, value $81,344,543.

    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 462,544 shares
    Change vs previous 13F +293,329 shares

    0.94% of the 13F portfolio, value $46,402,376.

    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 169,215 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $17,043,310.

    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).