Skip to content
Disclosery

Maridea Wealth Management LLC: CLOI position timeline

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

Maridea Wealth Management LLC held 157,402 CLOI 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 157,402 shares
    Change vs previous 13F -4,855 shares

    0.91% of the 13F portfolio, value $8,334,460.

    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 162,257 shares
    Change vs previous 13F +3,365 shares

    1.25% of the 13F portfolio, value $8,550,965.

    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 158,892 shares
    Change vs previous 13F -9,056 shares

    1.26% of the 13F portfolio, value $8,391,086.

    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 167,948 shares
    Change vs previous 13F +33,701 shares

    1.38% of the 13F portfolio, value $8,892,868.

    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 134,247 shares
    Change vs previous 13F +435 shares

    1.85% of the 13F portfolio, value $7,108,374.

    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 133,812 shares
    Change vs previous 13F -38,953 shares

    2.31% of the 13F portfolio, value $7,070,610.

    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 172,765 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $9,116,820.

    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).