Skip to content
Disclosery

Maia Wealth LLC: IWM position timeline

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

Maia Wealth LLC held 889 IWM 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 889 shares
    Change vs previous 13F -257 shares

    0.04% of the 13F portfolio, value $267,183.

    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 1,146 shares
    Change vs previous 13F -8 shares

    0.05% of the 13F portfolio, value $284,262.

    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 1,154 shares
    Change vs previous 13F -237 shares

    0.05% of the 13F portfolio, value $299,555.

    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 1,391 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $339,372.

    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 1,408 shares
    Change vs previous 13F -327 shares

    0.06% of the 13F portfolio, value $303,795.

    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 1,735 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $323,644.

    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).