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Disclosery

Maia Wealth LLC: CGMU position timeline

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

Maia Wealth LLC held 16,710 CGMU 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 16,710 shares
    Change vs previous 13F -10,760 shares

    0.07% of the 13F portfolio, value $459,024.

    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 27,470 shares
    Change vs previous 13F +2,695 shares

    0.13% of the 13F portfolio, value $745,807.

    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 24,775 shares
    Change vs previous 13F +743 shares

    0.12% of the 13F portfolio, value $688,739.

    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 24,032 shares
    Change vs previous 13F +9,383 shares

    0.11% of the 13F portfolio, value $658,477.

    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 14,649 shares
    Change vs previous 13F +4,607 shares

    0.07% of the 13F portfolio, value $390,974.

    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 10,042 shares
    Change vs previous 13F -5,235 shares

    0.06% of the 13F portfolio, value $264,313.

    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 15,277 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $413,701.

    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).