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Maia Wealth LLC: RFEM position timeline

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

Maia Wealth LLC held 17,174 RFEM 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 17,174 shares
    Change vs previous 13F +1,592 shares

    0.24% of the 13F portfolio, value $1,612,904.

    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 15,582 shares
    Change vs previous 13F +1,248 shares

    0.22% of the 13F portfolio, value $1,280,169.

    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 14,334 shares
    Change vs previous 13F +1,375 shares

    0.21% of the 13F portfolio, value $1,257,095.

    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 12,959 shares
    Change vs previous 13F +4,636 shares

    0.17% of the 13F portfolio, value $1,022,236.

    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 8,323 shares
    Change vs previous 13F +2,284 shares

    0.11% of the 13F portfolio, value $594,537.

    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 6,039 shares
    Change vs previous 13F +1,520 shares

    0.09% of the 13F portfolio, value $377,731.

    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 4,519 shares
    Change vs previous 13F +1,203 shares

    0.06% of the 13F portfolio, value $283,976.

    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 3,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $218,400.

    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).