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Disclosery

Maia Wealth LLC: BUFD position timeline

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

Maia Wealth LLC held 74,729 BUFD 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 74,729 shares
    Change vs previous 13F -2,627 shares

    0.33% of the 13F portfolio, value $2,220,946.

    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 77,356 shares
    Change vs previous 13F -1,000 shares

    0.37% of the 13F portfolio, value $2,165,968.

    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 78,356 shares
    Change vs previous 13F -3,310 shares

    0.38% of the 13F portfolio, value $2,221,393.

    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 81,666 shares
    Change vs previous 13F -1,077 shares

    0.38% of the 13F portfolio, value $2,276,848.

    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 82,743 shares
    Change vs previous 13F -42,611 shares

    0.42% of the 13F portfolio, value $2,197,654.

    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 125,354 shares
    Change vs previous 13F -2,182 shares

    0.7% of the 13F portfolio, value $3,064,905.

    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 127,536 shares
    Change vs previous 13F -24 shares

    0.71% of the 13F portfolio, value $3,285,327.

    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 127,560 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,213,236.

    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).