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Disclosery

Maia Wealth LLC: QUAL position timeline

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

Maia Wealth LLC held 34,182 QUAL 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 34,182 shares
    Change vs previous 13F -3,943 shares

    1.11% of the 13F portfolio, value $7,500,546.

    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 38,125 shares
    Change vs previous 13F -3,220 shares

    1.24% of the 13F portfolio, value $7,312,827.

    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 41,345 shares
    Change vs previous 13F -27,727 shares

    1.42% of the 13F portfolio, value $8,299,653.

    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 69,072 shares
    Change vs previous 13F -8,310 shares

    2.28% of the 13F portfolio, value $13,531,917.

    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 77,382 shares
    Change vs previous 13F +1,992 shares

    2.7% of the 13F portfolio, value $14,146,905.

    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 75,390 shares
    Change vs previous 13F +7,749 shares

    2.82% of the 13F portfolio, value $12,428,013.

    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 67,641 shares
    Change vs previous 13F +4,163 shares

    2.66% of the 13F portfolio, value $12,347,819.

    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 63,478 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $11,408,207.

    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).