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Disclosery

Maia Wealth LLC: FRI position timeline

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

Maia Wealth LLC held 33,771 FRI 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 33,771 shares
    Change vs previous 13F +5,690 shares

    0.16% of the 13F portfolio, value $1,070,437.

    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 28,081 shares
    Change vs previous 13F +2,870 shares

    0.14% of the 13F portfolio, value $799,179.

    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 25,211 shares
    Change vs previous 13F +3,221 shares

    0.13% of the 13F portfolio, value $742,221.

    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 21,990 shares
    Change vs previous 13F +5,290 shares

    0.1% of the 13F portfolio, value $615,711.

    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 16,700 shares
    Change vs previous 13F -21,144 shares

    0.09% of the 13F portfolio, value $451,745.

    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 37,844 shares
    Change vs previous 13F +5,592 shares

    0.22% of the 13F portfolio, value $976,376.

    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 32,252 shares
    Change vs previous 13F +19,728 shares

    0.19% of the 13F portfolio, value $903,379.

    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 12,524 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $369,583.

    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).