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Disclosery

Maia Wealth LLC: LMBS position timeline

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

Maia Wealth LLC held 36,120 LMBS 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 36,120 shares
    Change vs previous 13F -2,270 shares

    0.27% of the 13F portfolio, value $1,798,038.

    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 38,390 shares
    Change vs previous 13F -1,062 shares

    0.32% of the 13F portfolio, value $1,912,204.

    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 39,452 shares
    Change vs previous 13F -5,571 shares

    0.34% of the 13F portfolio, value $1,986,424.

    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 45,023 shares
    Change vs previous 13F -4,054 shares

    0.38% of the 13F portfolio, value $2,249,785.

    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 49,077 shares
    Change vs previous 13F +6,752 shares

    0.46% of the 13F portfolio, value $2,417,532.

    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 42,325 shares
    Change vs previous 13F +4,720 shares

    0.47% of the 13F portfolio, value $2,066,324.

    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 37,605 shares
    Change vs previous 13F +17,786 shares

    0.39% of the 13F portfolio, value $1,827,624.

    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 19,819 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $966,966.

    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).