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Maridea Wealth Management LLC: BUFR position timeline

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

Maridea Wealth Management LLC held 199,077 BUFR 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 199,077 shares
    Change vs previous 13F +31,800 shares

    0.79% of the 13F portfolio, value $7,272,286.

    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 167,277 shares
    Change vs previous 13F +6,959 shares

    0.82% of the 13F portfolio, value $5,648,947.

    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 160,318 shares
    Change vs previous 13F +26,748 shares

    0.83% of the 13F portfolio, value $5,492,498.

    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 133,570 shares
    Change vs previous 13F +11,881 shares

    0.7% of the 13F portfolio, value $4,486,619.

    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 121,689 shares
    Change vs previous 13F +46,314 shares

    1.01% of the 13F portfolio, value $3,869,721.

    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 75,375 shares
    Change vs previous 13F -3,818 shares

    0.73% of the 13F portfolio, value $2,237,894.

    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 79,193 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,413,019.

    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).