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Disclosery

Composition Wealth, LLC: USB position timeline

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

Composition Wealth, LLC held 17,803 USB 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 17,803 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $1,075,282.

    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 18,055 shares
    Change vs previous 13F +10,157 shares

    0.01% of the 13F portfolio, value $939,033.

    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 ended2024-09-30
    13F 7,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $361,162.

    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).