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Disclosery

Maridea Wealth Management LLC: IEF position timeline

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

Maridea Wealth Management LLC held 10,812 IEF 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 10,812 shares
    Change vs previous 13F +3,716 shares

    0.11% of the 13F portfolio, value $1,022,521.

    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 7,096 shares
    Change vs previous 13F +914 shares

    0.1% of the 13F portfolio, value $677,274.

    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 6,182 shares
    Change vs previous 13F +176 shares

    0.09% of the 13F portfolio, value $594,437.

    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 6,006 shares
    Change vs previous 13F +1,244 shares

    0.09% of the 13F portfolio, value $585,681.

    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 4,762 shares
    Change vs previous 13F -114 shares

    0.12% of the 13F portfolio, value $456,033.

    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 4,876 shares
    Change vs previous 13F -903 shares

    0.15% of the 13F portfolio, value $465,000.

    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 5,779 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $534,288.

    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).