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
- period ended2026-06-3013F 43,065 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,351 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,758 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 38,136 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,735 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,662 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,245 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).