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Disclosery

Maridea Wealth Management LLC: BAM position timeline

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

Maridea Wealth Management LLC held 28,364 BAM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,364 shares
    Change vs previous 13F +4,013 shares

    0.14% of the 13F portfolio, value $1,272,111.

    13F-HR 0001951757-26-001115 filed by Maridea Wealth Management 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 24,351 shares
    Change vs previous 13F +5,681 shares

    0.16% of the 13F portfolio, value $1,082,397.

    13F-HR 0001951757-26-000680 filed by Maridea Wealth Management 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 18,670 shares
    Change vs previous 13F +3,717 shares

    0.15% of the 13F portfolio, value $978,121.

    13F-HR 0001951757-26-000036 filed by Maridea Wealth Management 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 14,953 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $816,434.

    13F-HR 0001951757-25-001342 filed by Maridea Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).