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Composition Wealth, LLC: STZ position timeline

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

Composition Wealth, LLC held 3,009 STZ 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 3,009 shares
    Change vs previous 13F -262 shares

    <0.01% of the 13F portfolio, value $418,465.

    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 3,271 shares
    Change vs previous 13F -377 shares

    0.01% of the 13F portfolio, value $490,637.

    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 3,648 shares
    Change vs previous 13F -2,510 shares

    0.01% of the 13F portfolio, value $503,275.

    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 6,158 shares
    Change vs previous 13F -8,120 shares

    0.01% of the 13F portfolio, value $829,340.

    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 14,278 shares
    Change vs previous 13F +4,516 shares

    0.04% of the 13F portfolio, value $2,322,808.

    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 9,762 shares
    Change vs previous 13F -9,418 shares

    0.04% of the 13F portfolio, value $1,791,579.

    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 19,180 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,238,866.

    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).