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Disclosery

Maia Wealth LLC: FDL position timeline

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

Maia Wealth LLC held 118,158 FDL 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 118,158 shares
    Change vs previous 13F +22,183 shares

    0.85% of the 13F portfolio, value $5,749,577.

    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 95,975 shares
    Change vs previous 13F +19,046 shares

    0.82% of the 13F portfolio, value $4,875,521.

    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 76,929 shares
    Change vs previous 13F +22,924 shares

    0.66% of the 13F portfolio, value $3,894,920.

    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 54,005 shares
    Change vs previous 13F +7,668 shares

    0.39% of the 13F portfolio, value $2,321,129.

    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 46,337 shares
    Change vs previous 13F +16,562 shares

    0.37% of the 13F portfolio, value $1,940,121.

    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 29,775 shares
    Change vs previous 13F +6,677 shares

    0.27% of the 13F portfolio, value $1,192,767.

    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 23,098 shares
    Change vs previous 13F +6,450 shares

    0.21% of the 13F portfolio, value $969,674.

    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 16,648 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $701,047.

    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).