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Maia Wealth LLC: EPS position timeline

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

Maia Wealth LLC held 119,691 EPS 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 119,691 shares
    Change vs previous 13F +23,437 shares

    1.37% of the 13F portfolio, value $9,310,727.

    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 96,254 shares
    Change vs previous 13F +24,844 shares

    1.11% of the 13F portfolio, value $6,555,886.

    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 71,410 shares
    Change vs previous 13F +21,144 shares

    0.86% of the 13F portfolio, value $5,057,232.

    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 50,266 shares
    Change vs previous 13F +8,332 shares

    0.6% of the 13F portfolio, value $3,538,728.

    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 41,934 shares
    Change vs previous 13F +20,420 shares

    0.51% of the 13F portfolio, value $2,684,180.

    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 21,514 shares
    Change vs previous 13F +14,294 shares

    0.28% of the 13F portfolio, value $1,218,144.

    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 7,220 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $457,150.

    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).