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Disclosery

Maia Wealth LLC: BIV position timeline

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

Maia Wealth LLC held 4,400 BIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,400 shares
    Change vs previous 13F -1,175 shares

    0.05% of the 13F portfolio, value $337,509.

    13F-HR 0002010858-26-000005 filed by Maia 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 5,575 shares
    Change vs previous 13F -604 shares

    0.07% of the 13F portfolio, value $430,249.

    13F-HR 0002010858-26-000004 filed by Maia 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 6,179 shares
    Change vs previous 13F -3,826 shares

    0.08% of the 13F portfolio, value $484,049.

    13F-HR 0002010858-26-000001 filed by Maia 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 10,005 shares
    Change vs previous 13F +1,131 shares

    0.13% of the 13F portfolio, value $780,399.

    13F-HR 0002010858-25-000006 filed by Maia 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 8,874 shares
    Change vs previous 13F -1,151 shares

    0.13% of the 13F portfolio, value $686,330.

    13F-HR 0002010858-25-000004 filed by Maia 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 10,025 shares
    Change vs previous 13F +1,707 shares

    0.17% of the 13F portfolio, value $757,364.

    13F-HR 0002010858-25-000003 filed by Maia 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 8,318 shares
    Change vs previous 13F +3,687 shares

    0.13% of the 13F portfolio, value $625,631.

    13F-HR 0002010858-25-000001 filed by Maia 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 4,631 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $353,641.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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