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Disclosery

Maia Wealth LLC: IVV position timeline

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

Maia Wealth LLC held 14,689 IVV 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 14,689 shares
    Change vs previous 13F -270 shares

    1.62% of the 13F portfolio, value $11,000,664.

    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 14,959 shares
    Change vs previous 13F -594 shares

    1.65% of the 13F portfolio, value $9,771,053.

    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 15,553 shares
    Change vs previous 13F -106 shares

    1.82% of the 13F portfolio, value $10,643,506.

    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 15,659 shares
    Change vs previous 13F -363 shares

    1.81% of the 13F portfolio, value $10,723,421.

    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 16,022 shares
    Change vs previous 13F -2,367 shares

    1.9% of the 13F portfolio, value $9,948,159.

    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 18,389 shares
    Change vs previous 13F +809 shares

    2.26% of the 13F portfolio, value $9,957,998.

    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 17,580 shares
    Change vs previous 13F +1,292 shares

    2.28% of the 13F portfolio, value $10,589,595.

    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 16,288 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $9,479,842.

    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).