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Disclosery

Maia Wealth LLC: IVW position timeline

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

Maia Wealth LLC held 69,178 IVW 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 69,178 shares
    Change vs previous 13F -5,923 shares

    1.4% of the 13F portfolio, value $9,514,082.

    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 75,101 shares
    Change vs previous 13F -4,081 shares

    1.44% of the 13F portfolio, value $8,494,691.

    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 79,182 shares
    Change vs previous 13F -13,826 shares

    1.61% of the 13F portfolio, value $9,461,427.

    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 93,008 shares
    Change vs previous 13F -452 shares

    1.95% of the 13F portfolio, value $11,562,742.

    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 93,460 shares
    Change vs previous 13F -21,933 shares

    1.96% of the 13F portfolio, value $10,289,946.

    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 115,393 shares
    Change vs previous 13F -4,371 shares

    2.38% of the 13F portfolio, value $10,499,623.

    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 119,764 shares
    Change vs previous 13F +4,527 shares

    2.64% of the 13F portfolio, value $12,268,647.

    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 115,237 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $11,186,025.

    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).