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Disclosery

Maridea Wealth Management LLC: DLY position timeline

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

Maridea Wealth Management LLC held 171,667 DLY 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 171,667 shares
    Change vs previous 13F +36,510 shares

    0.26% of the 13F portfolio, value $2,415,353.

    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 135,157 shares
    Change vs previous 13F +12,144 shares

    0.27% of the 13F portfolio, value $1,881,380.

    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 123,013 shares
    Change vs previous 13F -671 shares

    0.27% of the 13F portfolio, value $1,788,616.

    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 123,684 shares
    Change vs previous 13F +17,095 shares

    0.28% of the 13F portfolio, value $1,809,502.

    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 106,589 shares
    Change vs previous 13F +3,913 shares

    0.43% of the 13F portfolio, value $1,661,728.

    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 102,676 shares
    Change vs previous 13F +3,443 shares

    0.54% of the 13F portfolio, value $1,653,087.

    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 99,233 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,570,853.

    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).