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Maia Wealth LLC: BUFR position timeline

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

Maia Wealth LLC held 65,672 BUFR 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 65,672 shares
    Change vs previous 13F -3,630 shares

    0.35% of the 13F portfolio, value $2,398,998.

    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 69,302 shares
    Change vs previous 13F -1,214 shares

    0.4% of the 13F portfolio, value $2,340,329.

    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 70,516 shares
    Change vs previous 13F -5,913 shares

    0.41% of the 13F portfolio, value $2,422,930.

    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 76,429 shares
    Change vs previous 13F -2,420 shares

    0.44% of the 13F portfolio, value $2,583,300.

    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 78,849 shares
    Change vs previous 13F -2,603 shares

    0.48% of the 13F portfolio, value $2,507,398.

    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 81,452 shares
    Change vs previous 13F -3,419 shares

    0.53% of the 13F portfolio, value $2,356,406.

    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 84,871 shares
    Change vs previous 13F +4,212 shares

    0.56% of the 13F portfolio, value $2,622,514.

    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 80,659 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,422,996.

    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).