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Disclosery

Maia Wealth LLC: VUG position timeline

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

Maia Wealth LLC held 23,414 VUG 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 23,414 shares
    Change vs previous 13F +19,016 shares

    0.3% of the 13F portfolio, value $2,016,847.

    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 4,398 shares
    Change vs previous 13F -390 shares

    0.32% of the 13F portfolio, value $1,920,923.

    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 4,788 shares
    Change vs previous 13F -7,226 shares

    0.38% of the 13F portfolio, value $2,203,246.

    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 12,014 shares
    Change vs previous 13F +771 shares

    1% of the 13F portfolio, value $5,954,613.

    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 11,243 shares
    Change vs previous 13F -133 shares

    0.94% of the 13F portfolio, value $4,928,940.

    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 11,376 shares
    Change vs previous 13F +1,112 shares

    0.94% of the 13F portfolio, value $4,124,681.

    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 10,264 shares
    Change vs previous 13F +144 shares

    0.91% of the 13F portfolio, value $4,238,439.

    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 10,120 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,953,356.

    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).