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Disclosery

Maridea Wealth Management LLC: EPR position timeline

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

Maridea Wealth Management LLC held 9,556 EPR 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 9,556 shares
    Change vs previous 13F +366 shares

    0.06% of the 13F portfolio, value $554,350.

    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 9,190 shares
    Change vs previous 13F -2,346 shares

    0.07% of the 13F portfolio, value $459,154.

    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 11,536 shares
    Change vs previous 13F +264 shares

    0.09% of the 13F portfolio, value $575,661.

    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 11,272 shares
    Change vs previous 13F -439 shares

    0.1% of the 13F portfolio, value $623,931.

    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 11,711 shares
    Change vs previous 13F +196 shares

    0.18% of the 13F portfolio, value $682,305.

    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 11,515 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $605,814.

    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 11,510 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $509,652.

    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).