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Composition Wealth, LLC: UPS position timeline

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

Composition Wealth, LLC held 60,911 UPS 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 60,911 shares
    Change vs previous 13F +332 shares

    0.08% of the 13F portfolio, value $6,547,881.

    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 60,579 shares
    Change vs previous 13F -2,498 shares

    0.08% of the 13F portfolio, value $5,959,744.

    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 63,077 shares
    Change vs previous 13F -1,429 shares

    0.09% of the 13F portfolio, value $6,256,629.

    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 64,506 shares
    Change vs previous 13F -1,321 shares

    0.08% of the 13F portfolio, value $5,388,213.

    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 65,827 shares
    Change vs previous 13F -480 shares

    0.11% of the 13F portfolio, value $6,644,602.

    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 66,307 shares
    Change vs previous 13F +5,372 shares

    0.15% of the 13F portfolio, value $7,293,079.

    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 60,935 shares
    Change vs previous 13F +8,543 shares

    0.16% of the 13F portfolio, value $7,683,848.

    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 52,392 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,143,192.

    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).