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Disclosery

Maia Wealth LLC: BKDV position timeline

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

Maia Wealth LLC held 140,952 BKDV 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 140,952 shares
    Change vs previous 13F +13,633 shares

    0.7% of the 13F portfolio, value $4,720,482.

    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 127,319 shares
    Change vs previous 13F +3,804 shares

    0.64% of the 13F portfolio, value $3,776,282.

    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 123,515 shares
    Change vs previous 13F +11,355 shares

    0.64% of the 13F portfolio, value $3,767,208.

    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 112,160 shares
    Change vs previous 13F +24,623 shares

    0.53% of the 13F portfolio, value $3,156,182.

    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 87,537 shares
    Change vs previous 13F +70,258 shares

    0.44% of the 13F portfolio, value $2,329,360.

    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 17,279 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $412,191.

    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).