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Composition Wealth, LLC: XLF position timeline

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

Composition Wealth, LLC held 759,682 XLF 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 759,682 shares
    Change vs previous 13F +118,307 shares

    0.48% of the 13F portfolio, value $40,726,536.

    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 641,375 shares
    Change vs previous 13F +41,169 shares

    0.44% of the 13F portfolio, value $31,664,707.

    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 600,206 shares
    Change vs previous 13F +593,192 shares

    0.47% of the 13F portfolio, value $32,873,278.

    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 7,014 shares
    Change vs previous 13F +1,825 shares

    0.01% of the 13F portfolio, value $377,850.

    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 5,189 shares
    Change vs previous 13F -4,683 shares

    <0.01% of the 13F portfolio, value $271,725.

    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 9,872 shares
    Change vs previous 13F -30,068 shares

    0.01% of the 13F portfolio, value $491,741.

    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 39,940 shares
    Change vs previous 13F +30,275 shares

    0.04% of the 13F portfolio, value $1,930,301.

    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 9,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $438,001.

    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).