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Disclosery

Composition Wealth, LLC: XLV position timeline

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

Composition Wealth, LLC held 7,203 XLV 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 7,203 shares
    Change vs previous 13F +76 shares

    0.01% of the 13F portfolio, value $1,142,829.

    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 7,127 shares
    Change vs previous 13F -581 shares

    0.01% of the 13F portfolio, value $1,044,890.

    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 7,708 shares
    Change vs previous 13F +259 shares

    0.02% of the 13F portfolio, value $1,193,201.

    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 7,449 shares
    Change vs previous 13F -2,916 shares

    0.02% of the 13F portfolio, value $1,036,636.

    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 10,365 shares
    Change vs previous 13F -215,954 shares

    0.02% of the 13F portfolio, value $1,397,041.

    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 226,319 shares
    Change vs previous 13F -2,760 shares

    0.66% of the 13F portfolio, value $33,044,880.

    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 229,079 shares
    Change vs previous 13F -105,683 shares

    0.64% of the 13F portfolio, value $31,514,460.

    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 334,762 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $51,560,090.

    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).