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Disclosery

Maia Wealth LLC: UFEB position timeline

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

Maia Wealth LLC held 8,255 UFEB 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 8,255 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $319,056.

    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 8,255 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $299,657.

    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 8,255 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $305,064.

    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 8,255 shares
    Change vs previous 13F -3,752 shares

    0.05% of the 13F portfolio, value $298,501.

    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 12,007 shares
    Change vs previous 13F -97 shares

    0.08% of the 13F portfolio, value $411,969.

    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 12,104 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $385,512.

    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).