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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

  1. period ended2026-06-30
    13F 240,430 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 231,083 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 234,335 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 221,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 214,318 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 201,507 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 198,387 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,617 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).