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Composition Wealth, LLC: WM position timeline

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

Composition Wealth, LLC held 43,065 WM 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 43,065 shares
    Change vs previous 13F +2,688 shares

    0.11% of the 13F portfolio, value $9,598,414.

    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 40,377 shares
    Change vs previous 13F +1,026 shares

    0.13% of the 13F portfolio, value $9,278,331.

    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 39,351 shares
    Change vs previous 13F +593 shares

    0.12% of the 13F portfolio, value $8,645,856.

    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 38,758 shares
    Change vs previous 13F +622 shares

    0.13% of the 13F portfolio, value $8,558,827.

    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 38,136 shares
    Change vs previous 13F +16,401 shares

    0.15% of the 13F portfolio, value $8,726,251.

    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 21,735 shares
    Change vs previous 13F +73 shares

    0.1% of the 13F portfolio, value $5,031,888.

    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 21,662 shares
    Change vs previous 13F +417 shares

    0.09% of the 13F portfolio, value $4,371,167.

    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 21,245 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,410,443.

    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).