Skip to content
Disclosery

Maia Wealth LLC: JEPI position timeline

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

Maia Wealth LLC held 18,984 JEPI 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 18,984 shares
    Change vs previous 13F -2,237 shares

    0.16% of the 13F portfolio, value $1,072,214.

    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 21,221 shares
    Change vs previous 13F +2,142 shares

    0.2% of the 13F portfolio, value $1,202,803.

    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 19,079 shares
    Change vs previous 13F -2,681 shares

    0.19% of the 13F portfolio, value $1,125,837.

    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 21,760 shares
    Change vs previous 13F -16,575 shares

    0.21% of the 13F portfolio, value $1,234,251.

    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 38,335 shares
    Change vs previous 13F +4,496 shares

    0.42% of the 13F portfolio, value $2,179,361.

    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 33,839 shares
    Change vs previous 13F -9,470 shares

    0.42% of the 13F portfolio, value $1,849,965.

    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 43,309 shares
    Change vs previous 13F +10,186 shares

    0.55% of the 13F portfolio, value $2,567,813.

    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 33,123 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,967,190.

    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).