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Disclosery

Maia Wealth LLC: USMV position timeline

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

Maia Wealth LLC held 10,951 USMV 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 10,951 shares
    Change vs previous 13F -2,104 shares

    0.16% of the 13F portfolio, value $1,056,290.

    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 13,055 shares
    Change vs previous 13F -371 shares

    0.2% of the 13F portfolio, value $1,210,702.

    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 13,426 shares
    Change vs previous 13F +1,273 shares

    0.22% of the 13F portfolio, value $1,278,063.

    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 12,153 shares
    Change vs previous 13F -637 shares

    0.19% of the 13F portfolio, value $1,134,934.

    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 12,790 shares
    Change vs previous 13F -722 shares

    0.23% of the 13F portfolio, value $1,200,613.

    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 13,512 shares
    Change vs previous 13F -1,898 shares

    0.28% of the 13F portfolio, value $1,231,058.

    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 15,410 shares
    Change vs previous 13F -380 shares

    0.3% of the 13F portfolio, value $1,416,214.

    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 15,790 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,445,909.

    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).