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Disclosery

Maia Wealth LLC: IUSB position timeline

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

Maia Wealth LLC held 58,794 IUSB 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 58,794 shares
    Change vs previous 13F -3,929 shares

    0.4% of the 13F portfolio, value $2,713,326.

    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 62,723 shares
    Change vs previous 13F -5,912 shares

    0.49% of the 13F portfolio, value $2,897,160.

    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 68,635 shares
    Change vs previous 13F -4,387 shares

    0.55% of the 13F portfolio, value $3,218,301.

    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 73,022 shares
    Change vs previous 13F -28,342 shares

    0.57% of the 13F portfolio, value $3,409,384.

    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 101,364 shares
    Change vs previous 13F -10,747 shares

    0.89% of the 13F portfolio, value $4,686,068.

    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 112,111 shares
    Change vs previous 13F +4,210 shares

    1.15% of the 13F portfolio, value $5,088,720.

    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 107,901 shares
    Change vs previous 13F -40,041 shares

    1.06% of the 13F portfolio, value $4,908,398.

    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 147,942 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $6,808,298.

    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).