Position in HAPN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$443,939
+$137,420 QoQ
Shares Held
21,405
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#7
of 38 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAPN Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Composition Wealth, LLC holds $27,806,950 across 21 Banks - Regional names. HAPN ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCHB |
Mechanics Bancorp
|
1,115,781 | $17,740,917 | |
| 2 | AVBH |
Avidbank Holdings, Inc.
|
44,200 | $1,459,926 | |
| 3 | USB |
US Bancorp De
|
17,803 | $1,075,301 | |
| 4 | UMBF |
Umb Financial Corp
|
6,673 | $952,637 | |
| 5 | WF |
Woori Financial Group Inc.
|
15,021 | $862,205 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
3,359 | $827,052 | |
| 7 | CBC |
Central Bancompany, Inc.
|
26,898 | $817,161 | |
| 8 | HAPN |
Happen, Inc.
This page
|
21,405 | $443,939 |
All Filings in HAPN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,939 | 21,405 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $306,519 | 21,405 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $419,672 | 22,158 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $336,580 | 22,158 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $266,560 | 22,158 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $228,422 | 22,134 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $358,349 | 22,134 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $252,991 | 22,134 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $187,253 | 22,134 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $194,557 | 22,134 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $210,931 | 24,134 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $135,017 | 22,134 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $215,806 | 22,134 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $159,586 | 22,134 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $194,779 | 22,134 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||