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Composition Wealth, LLC: SHY position timeline

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

Composition Wealth, LLC held 48,239 SHY 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 48,239 shares
    Change vs previous 13F +6,485 shares

    0.05% of the 13F portfolio, value $3,960,893.

    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 41,754 shares
    Change vs previous 13F +9,822 shares

    0.05% of the 13F portfolio, value $3,447,617.

    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 31,932 shares
    Change vs previous 13F +6,226 shares

    0.04% of the 13F portfolio, value $2,644,604.

    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 25,706 shares
    Change vs previous 13F -51 shares

    0.03% of the 13F portfolio, value $2,132,544.

    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 25,757 shares
    Change vs previous 13F +22,126 shares

    0.04% of the 13F portfolio, value $2,134,189.

    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 3,631 shares
    Change vs previous 13F +768 shares

    0.01% of the 13F portfolio, value $300,364.

    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 2,863 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $234,716.

    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 2,862 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,970.

    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).