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Maridea Wealth Management LLC: IIF position timeline

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

Maridea Wealth Management LLC held 12,096 IIF 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 12,096 shares
    Change vs previous 13F +862 shares

    0.03% of the 13F portfolio, value $276,037.

    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 11,234 shares
    Change vs previous 13F +478 shares

    0.03% of the 13F portfolio, value $231,202.

    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 10,756 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $268,675.

    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 10,561 shares
    Change vs previous 13F +1,247 shares

    0.05% of the 13F portfolio, value $289,575.

    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 9,314 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $262,926.

    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 9,253 shares
    Change vs previous 13F +304 shares

    0.07% of the 13F portfolio, value $225,691.

    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 8,949 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $226,153.

    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).