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Maridea Wealth Management LLC: BUFD position timeline

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

Maridea Wealth Management LLC held 91,344 BUFD 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 91,344 shares
    Change vs previous 13F +16,142 shares

    0.3% of the 13F portfolio, value $2,714,755.

    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 75,202 shares
    Change vs previous 13F +12,471 shares

    0.31% of the 13F portfolio, value $2,105,667.

    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 62,731 shares
    Change vs previous 13F +14,422 shares

    0.27% of the 13F portfolio, value $1,771,535.

    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 48,309 shares
    Change vs previous 13F +4,190 shares

    0.21% of the 13F portfolio, value $1,340,586.

    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).

  5. period ended2025-06-30
    13F 44,119 shares
    Change vs previous 13F +3,911 shares

    0.31% of the 13F portfolio, value $1,171,811.

    13F-HR 0001951757-25-000866 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).

  6. period ended2025-03-31
    13F 40,208 shares
    Change vs previous 13F +7,465 shares

    0.33% of the 13F portfolio, value $1,003,199.

    13F-HR 0001951757-25-000523 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).

  7. period ended2024-12-31
    13F 32,743 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $835,595.

    13F-HR 0001951757-25-000242 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).