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Disclosery

Maia Wealth LLC: SDVD position timeline

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

Maia Wealth LLC held 43,506 SDVD 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 43,506 shares
    Change vs previous 13F +150 shares

    0.15% of the 13F portfolio, value $1,004,554.

    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 43,356 shares
    Change vs previous 13F +3,048 shares

    0.16% of the 13F portfolio, value $940,825.

    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 40,308 shares
    Change vs previous 13F -3,345 shares

    0.16% of the 13F portfolio, value $932,727.

    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 43,653 shares
    Change vs previous 13F -6,615 shares

    0.16% of the 13F portfolio, value $936,357.

    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 50,268 shares
    Change vs previous 13F -3,711 shares

    0.2% of the 13F portfolio, value $1,030,997.

    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 53,979 shares
    Change vs previous 13F +3,112 shares

    0.23% of the 13F portfolio, value $1,011,027.

    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 50,867 shares
    Change vs previous 13F +34,058 shares

    0.24% of the 13F portfolio, value $1,136,877.

    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 16,809 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $368,285.

    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).