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Disclosery

Maia Wealth LLC: FNDF position timeline

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

Maia Wealth LLC held 667,648 FNDF 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 667,648 shares
    Change vs previous 13F +128,526 shares

    5.2% of the 13F portfolio, value $35,225,121.

    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 539,122 shares
    Change vs previous 13F +145,600 shares

    4.46% of the 13F portfolio, value $26,379,236.

    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 393,522 shares
    Change vs previous 13F +78,524 shares

    3.44% of the 13F portfolio, value $20,128,672.

    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 314,998 shares
    Change vs previous 13F +156,037 shares

    2.36% of the 13F portfolio, value $14,033,157.

    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 158,961 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $6,361,612.

    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).