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Maia Wealth LLC: FPE position timeline

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

Maia Wealth LLC held 34,616 FPE 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 34,616 shares
    Change vs previous 13F -4,284 shares

    0.09% of the 13F portfolio, value $618,940.

    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 38,900 shares
    Change vs previous 13F -2,383 shares

    0.12% of the 13F portfolio, value $690,475.

    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 41,283 shares
    Change vs previous 13F -2,791 shares

    0.13% of the 13F portfolio, value $757,127.

    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 44,074 shares
    Change vs previous 13F -2,527 shares

    0.14% of the 13F portfolio, value $809,648.

    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 46,601 shares
    Change vs previous 13F +3,257 shares

    0.16% of the 13F portfolio, value $829,493.

    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 43,344 shares
    Change vs previous 13F +2,288 shares

    0.17% of the 13F portfolio, value $742,919.

    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 41,056 shares
    Change vs previous 13F -77 shares

    0.16% of the 13F portfolio, value $727,926.

    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 41,133 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $740,389.

    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).