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Disclosery

Maia Wealth LLC: MBB position timeline

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

Maia Wealth LLC held 14,500 MBB 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 14,500 shares
    Change vs previous 13F -2,198 shares

    0.2% of the 13F portfolio, value $1,370,568.

    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 16,698 shares
    Change vs previous 13F -853 shares

    0.27% of the 13F portfolio, value $1,585,456.

    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 17,551 shares
    Change vs previous 13F -413 shares

    0.29% of the 13F portfolio, value $1,687,330.

    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 17,964 shares
    Change vs previous 13F +1,155 shares

    0.29% of the 13F portfolio, value $1,711,831.

    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 16,809 shares
    Change vs previous 13F +208 shares

    0.3% of the 13F portfolio, value $1,578,154.

    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 16,601 shares
    Change vs previous 13F -2,359 shares

    0.35% of the 13F portfolio, value $1,536,747.

    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 18,960 shares
    Change vs previous 13F -1,500 shares

    0.38% of the 13F portfolio, value $1,747,515.

    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 20,460 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,909,100.

    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).