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Composition Wealth, LLC: USMV position timeline

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

Composition Wealth, LLC held 15,474 USMV 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 15,474 shares
    Change vs previous 13F -1,704 shares

    0.02% of the 13F portfolio, value $1,492,585.

    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 17,178 shares
    Change vs previous 13F -8,028 shares

    0.02% of the 13F portfolio, value $1,593,121.

    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 25,206 shares
    Change vs previous 13F -578 shares

    0.03% of the 13F portfolio, value $2,373,387.

    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 25,784 shares
    Change vs previous 13F -10,926 shares

    0.04% of the 13F portfolio, value $2,453,098.

    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 36,710 shares
    Change vs previous 13F +15,274 shares

    0.06% of the 13F portfolio, value $3,445,946.

    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 21,436 shares
    Change vs previous 13F -562 shares

    0.04% of the 13F portfolio, value $2,007,701.

    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 21,998 shares
    Change vs previous 13F -592 shares

    0.04% of the 13F portfolio, value $1,953,180.

    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 22,590 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,062,733.

    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).