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Disclosery

Maia Wealth LLC: MA position timeline

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

Maia Wealth LLC held 3,329 MA 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 3,329 shares
    Change vs previous 13F -719 shares

    0.25% of the 13F portfolio, value $1,709,924.

    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 4,048 shares
    Change vs previous 13F -727 shares

    0.34% of the 13F portfolio, value $2,022,821.

    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 4,775 shares
    Change vs previous 13F -235 shares

    0.43% of the 13F portfolio, value $2,518,516.

    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 5,010 shares
    Change vs previous 13F -1,221 shares

    0.47% of the 13F portfolio, value $2,770,461.

    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 6,231 shares
    Change vs previous 13F -577 shares

    0.67% of the 13F portfolio, value $3,501,534.

    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 6,808 shares
    Change vs previous 13F -90 shares

    0.79% of the 13F portfolio, value $3,489,038.

    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 6,898 shares
    Change vs previous 13F +655 shares

    0.81% of the 13F portfolio, value $3,777,854.

    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 6,243 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,188,035.

    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).