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Disclosery

Maia Wealth LLC: IYW position timeline

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

Maia Wealth LLC held 8,810 IYW 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 8,810 shares
    Change vs previous 13F -819 shares

    0.33% of the 13F portfolio, value $2,222,139.

    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 9,629 shares
    Change vs previous 13F -449 shares

    0.3% of the 13F portfolio, value $1,746,927.

    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 10,078 shares
    Change vs previous 13F -613 shares

    0.33% of the 13F portfolio, value $1,922,854.

    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 10,691 shares
    Change vs previous 13F -16,119 shares

    0.37% of the 13F portfolio, value $2,190,098.

    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 26,810 shares
    Change vs previous 13F -4,063 shares

    0.89% of the 13F portfolio, value $4,645,389.

    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 30,873 shares
    Change vs previous 13F +180 shares

    0.96% of the 13F portfolio, value $4,219,162.

    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 30,693 shares
    Change vs previous 13F +186 shares

    1.04% of the 13F portfolio, value $4,822,795.

    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 30,507 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,709,963.

    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).