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Disclosery

Maia Wealth LLC: SCHV position timeline

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

Maia Wealth LLC held 54,892 SCHV 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 54,892 shares
    Change vs previous 13F +1,683 shares

    0.28% of the 13F portfolio, value $1,910,777.

    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 53,209 shares
    Change vs previous 13F +560 shares

    0.27% of the 13F portfolio, value $1,622,871.

    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 52,649 shares
    Change vs previous 13F +471 shares

    0.29% of the 13F portfolio, value $1,676,881.

    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 52,178 shares
    Change vs previous 13F -1,405 shares

    0.26% of the 13F portfolio, value $1,518,386.

    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 53,583 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,482,629.

    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).