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Disclosery

Maia Wealth LLC: IVE position timeline

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

Maia Wealth LLC held 41,971 IVE 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 41,971 shares
    Change vs previous 13F -1,506 shares

    1.41% of the 13F portfolio, value $9,529,857.

    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 43,477 shares
    Change vs previous 13F -3,589 shares

    1.55% of the 13F portfolio, value $9,180,101.

    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 47,066 shares
    Change vs previous 13F +4,130 shares

    1.76% of the 13F portfolio, value $10,306,612.

    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 42,936 shares
    Change vs previous 13F +4,489 shares

    1.51% of the 13F portfolio, value $8,989,572.

    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 38,447 shares
    Change vs previous 13F +2,241 shares

    1.43% of the 13F portfolio, value $7,513,365.

    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 36,206 shares
    Change vs previous 13F +9,566 shares

    1.48% of the 13F portfolio, value $6,529,734.

    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 26,640 shares
    Change vs previous 13F +2,167 shares

    1.14% of the 13F portfolio, value $5,277,969.

    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 24,473 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,840,509.

    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).