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Maia Wealth LLC: DSEP position timeline

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

Maia Wealth LLC held 62,732 DSEP 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 62,732 shares
    Change vs previous 13F -1,746 shares

    0.44% of the 13F portfolio, value $2,976,006.

    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 64,478 shares
    Change vs previous 13F -2,263 shares

    0.48% of the 13F portfolio, value $2,834,556.

    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 66,741 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,999,734.

    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).