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Disclosery

Maia Wealth LLC: XLK position timeline

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

Maia Wealth LLC held 14,822 XLK 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 14,822 shares
    Change vs previous 13F +888 shares

    0.42% of the 13F portfolio, value $2,823,913.

    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 13,934 shares
    Change vs previous 13F +134 shares

    0.31% of the 13F portfolio, value $1,851,848.

    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 13,800 shares
    Change vs previous 13F +6,734 shares

    0.33% of the 13F portfolio, value $1,921,102.

    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 7,066 shares
    Change vs previous 13F +1,769 shares

    0.35% of the 13F portfolio, value $2,088,086.

    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 5,297 shares
    Change vs previous 13F +1,140 shares

    0.26% of the 13F portfolio, value $1,341,462.

    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 4,157 shares
    Change vs previous 13F +260 shares

    0.19% of the 13F portfolio, value $832,086.

    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 3,897 shares
    Change vs previous 13F -583 shares

    0.19% of the 13F portfolio, value $886,850.

    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 4,480 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,026,299.

    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).