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Disclosery

Composition Wealth, LLC: SOXX position timeline

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

Composition Wealth, LLC held 9,197 SOXX 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 9,197 shares
    Change vs previous 13F -1,919 shares

    0.07% of the 13F portfolio, value $5,892,961.

    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 11,116 shares
    Change vs previous 13F -1,414 shares

    0.05% of the 13F portfolio, value $3,653,468.

    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 12,530 shares
    Change vs previous 13F -206 shares

    0.05% of the 13F portfolio, value $3,773,407.

    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 12,736 shares
    Change vs previous 13F -475 shares

    0.05% of the 13F portfolio, value $3,452,960.

    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 13,211 shares
    Change vs previous 13F -1,478 shares

    0.05% of the 13F portfolio, value $3,153,399.

    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 14,689 shares
    Change vs previous 13F +3,778 shares

    0.06% of the 13F portfolio, value $2,764,023.

    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 10,911 shares
    Change vs previous 13F +999 shares

    0.05% of the 13F portfolio, value $2,351,211.

    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 9,912 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,285,608.

    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).