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Disclosery

Maia Wealth LLC: EFV position timeline

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

Maia Wealth LLC held 140,657 EFV 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 140,657 shares
    Change vs previous 13F -18,028 shares

    1.59% of the 13F portfolio, value $10,767,263.

    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 158,685 shares
    Change vs previous 13F -23,438 shares

    2% of the 13F portfolio, value $11,798,233.

    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 182,123 shares
    Change vs previous 13F -30,471 shares

    2.45% of the 13F portfolio, value $14,365,898.

    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 212,594 shares
    Change vs previous 13F -43,653 shares

    2.5% of the 13F portfolio, value $14,851,796.

    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 256,247 shares
    Change vs previous 13F +51,081 shares

    3.1% of the 13F portfolio, value $16,266,544.

    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 205,166 shares
    Change vs previous 13F -36,975 shares

    2.66% of the 13F portfolio, value $11,737,557.

    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 242,141 shares
    Change vs previous 13F +20,714 shares

    2.86% of the 13F portfolio, value $13,298,331.

    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 221,427 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $12,275,904.

    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).