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Composition Wealth, LLC: XLI position timeline

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

Composition Wealth, LLC held 8,103 XLI 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 8,103 shares
    Change vs previous 13F +1,835 shares

    0.02% of the 13F portfolio, value $1,500,916.

    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 6,268 shares
    Change vs previous 13F -2,550 shares

    0.01% of the 13F portfolio, value $1,013,703.

    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 8,818 shares
    Change vs previous 13F +2,643 shares

    0.02% of the 13F portfolio, value $1,367,828.

    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 6,175 shares
    Change vs previous 13F +486 shares

    0.01% of the 13F portfolio, value $952,333.

    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 5,689 shares
    Change vs previous 13F -6,160 shares

    0.01% of the 13F portfolio, value $839,201.

    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 11,849 shares
    Change vs previous 13F +6,404 shares

    0.03% of the 13F portfolio, value $1,553,006.

    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 5,445 shares
    Change vs previous 13F -2,781 shares

    0.01% of the 13F portfolio, value $717,452.

    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 8,226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,114,134.

    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).