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Disclosery

Composition Wealth, LLC: UPST position timeline

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

Composition Wealth, LLC held 38,194 UPST 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 38,194 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $1,353,213.

    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 38,218 shares
    Change vs previous 13F -2,253 shares

    0.01% of the 13F portfolio, value $980,292.

    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 40,471 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $1,769,797.

    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 40,451 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $2,054,911.

    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 40,451 shares
    Change vs previous 13F +11 shares

    0.04% of the 13F portfolio, value $2,616,371.

    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 40,440 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,861,453.

    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 40,440 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $2,489,891.

    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 40,440 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,618,004.

    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).