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Disclosery

Composition Wealth, LLC: WFC position timeline

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

Composition Wealth, LLC held 39,378 WFC 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 39,378 shares
    Change vs previous 13F +311 shares

    0.04% of the 13F portfolio, value $3,254,226.

    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 39,067 shares
    Change vs previous 13F -1,981 shares

    0.04% of the 13F portfolio, value $3,110,144.

    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 41,048 shares
    Change vs previous 13F +2,539 shares

    0.05% of the 13F portfolio, value $3,825,690.

    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 38,509 shares
    Change vs previous 13F +1,172 shares

    0.05% of the 13F portfolio, value $3,227,848.

    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 37,337 shares
    Change vs previous 13F +1,882 shares

    0.05% of the 13F portfolio, value $2,991,469.

    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 35,455 shares
    Change vs previous 13F +289 shares

    0.05% of the 13F portfolio, value $2,545,343.

    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 35,166 shares
    Change vs previous 13F +13,981 shares

    0.05% of the 13F portfolio, value $2,470,060.

    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 21,185 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,196,741.

    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).