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Disclosery

Maia Wealth LLC: SMIZ position timeline

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

Maia Wealth LLC held 72,018 SMIZ 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 72,018 shares
    Change vs previous 13F +7,502 shares

    0.47% of the 13F portfolio, value $3,213,462.

    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 64,516 shares
    Change vs previous 13F +19,105 shares

    0.4% of the 13F portfolio, value $2,391,624.

    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 45,411 shares
    Change vs previous 13F +29,918 shares

    0.3% of the 13F portfolio, value $1,774,225.

    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 15,493 shares
    Change vs previous 13F +278 shares

    0.1% of the 13F portfolio, value $579,288.

    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 15,215 shares
    Change vs previous 13F -446 shares

    0.1% of the 13F portfolio, value $515,641.

    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 15,661 shares
    Change vs previous 13F +7,041 shares

    0.1% of the 13F portfolio, value $455,582.

    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 8,620 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $293,515.

    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).