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Maia Wealth LLC: XTEN position timeline

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

Maia Wealth LLC held 49,804 XTEN 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 49,804 shares
    Change vs previous 13F -5,764 shares

    0.34% of the 13F portfolio, value $2,270,083.

    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 55,568 shares
    Change vs previous 13F +2,904 shares

    0.43% of the 13F portfolio, value $2,548,356.

    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 52,664 shares
    Change vs previous 13F -19,110 shares

    0.42% of the 13F portfolio, value $2,465,707.

    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 71,774 shares
    Change vs previous 13F +11,256 shares

    0.56% of the 13F portfolio, value $3,348,267.

    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 60,518 shares
    Change vs previous 13F +32,477 shares

    0.53% of the 13F portfolio, value $2,793,489.

    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 28,041 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,276,055.

    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).