Composition Wealth, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Composition Wealth, LLC on WMT, newest first. How the timeline and the estimate are built.
Composition Wealth, LLC held 240,430 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 240,430 sharesChange vs previous 13F +9,347 shares
0.32% of the 13F portfolio, value $27,231,156.
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 231,083 sharesChange vs previous 13F -3,252 shares
0.39% of the 13F portfolio, value $28,719,017.
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 234,335 sharesChange vs previous 13F +12,677 shares
0.37% of the 13F portfolio, value $26,107,294.
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 221,658 sharesChange vs previous 13F +7,340 shares
0.34% of the 13F portfolio, value $22,844,092.
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 214,318 sharesChange vs previous 13F +12,811 shares
0.35% of the 13F portfolio, value $20,955,987.
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 201,507 sharesChange vs previous 13F +3,120 shares
0.35% of the 13F portfolio, value $17,690,280.
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 198,387 sharesChange vs previous 13F +154,770 shares
0.36% of the 13F portfolio, value $17,924,279.
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 43,617 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $3,522,037.
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).